Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Is It Possible to Have Too Much in Roth IRAs?

Is It Possible to Have Too Much in Roth IRAs?

FromReady For Retirement


Is It Possible to Have Too Much in Roth IRAs?

FromReady For Retirement

ratings:
Length:
23 minutes
Released:
Jul 18, 2023
Format:
Podcast episode

Description

DescriptionThere are a lot of good reasons to put your money into a Roth account. But does it make sense to have all your money in Roth accounts?The truth is, there is  a point at which it's potentially harmful to continue putting money into Roth accounts. James explains the nuances of Roth accounts and tax planning, while answering a listener's question.Questions Answered: Is there a point at which you can have too much in a Roth account?How can you use tax planning in retirement?Timestamps:0:00 Intro1:17 Listener question3:59 Short answer5:41 Example8:04 Tax planning9:10 Eample11:45 Two questions14:18 Charitable giving18:22 Example20:57 OutroCreate Your Custom Strategy ⬇️ Get Started Here.
Released:
Jul 18, 2023
Format:
Podcast episode

Titles in the series (100)

Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!