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Episodes by Topic: #RothIRA
BEST OF TALKING MONEY: PART II: The answers you need about the new IRA rules, without the sales pitch!
Which is better—Roth or Traditional IRA? When should you consider a back-door Roth IRA or a traditional non-deductible IRA? What is the new penalty if you forget to take your Required Minimum Distribution? Know the rules or suffer the consequences!! Tune into this Part II discussion!
Listen to the EpisodeBEST OF TALKING MONEY: The answers you need about the new IRA rules, without the sales pitch!
Which is better—Roth or Traditional IRA? When should you consider a back-door Roth IRA or a traditional non-deductible IRA? What is the new penalty if you forget to take your Required Minimum Distribution? Know the rules or suffer the consequences!!
Listen to the EpisodeTHE BEST OF TALKING MONEY: IRA Rules: Why They Matter, Part 2
Mike discusses more questions surrounding IRAs including:
- When should you consider moving from a traditional to a ROTH IRA?
- What are some advantages of keeping things in a traditional IRA?
- What about conversion assets?
- What are the tax rules for a ROTH?
- What are the earnings rules?
- What is the five year rule and how does it affect my planning?
- What are some beneficiary considerations I should be thinking about?
THE BEST OF TALKING MONEY: IRA Rules: Why They Matter, Part 1
Mike answers questions about IRA rules, including:
- What are your plans in case something happens to you?
- What are the different kinds of IRAs and what are their different contribution limits?
- What about a non-deductible IRA?
- What kind of contributions should you be making?
- What is the back door ROTH IRA?
- How does your tax bracket affect your planning decisions?
- My tax software will figure everything out for me, right?
- To ROTH or not to ROTH?
PART II: The answers you need about the new IRA rules, without the sales pitch!
Which is better—Roth or Traditional IRA? When should you consider a back-door Roth IRA or a traditional non-deductible IRA? What is the new penalty if you forget to take your Required Minimum Distribution? Know the rules or suffer the consequences!! Tune into this Part II discussion!
Listen to the EpisodeThe answers you need about the new IRA rules, without the sales pitch!
Which is better—Roth or Traditional IRA? When should you consider a back-door Roth IRA or a traditional non-deductible IRA? What is the new penalty if you forget to take your Required Minimum Distribution? Know the rules or suffer the consequences!!
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