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THE BEST OF TALKING MONEY: IRA Rules: Why They Matter, Part 1

Show aired on July 29th, 2023

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?

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    Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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