Roth IRAs: Opportunities And Pitfalls Gimme Some Truth | Investing, Financial Advice For High-Net-Worth Families And Individuals podcast

Artwork

Business Financial Advisors Walkner Condon Financial Advisors Trading

Innhold levert av Walkner Condon Financial Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Walkner Condon Financial Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals « »
Roth IRAs: Opportunities and Pitfalls

1M ago 15:34

Del

MP3•Episoder hjem

Innhold levert av Walkner Condon Financial Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Walkner Condon Financial Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when someone could consider Roth as part of their plan, whether it is a young investor, pre-retiree, or those in retirement. Not only do people use Roth strategies in their own game of tax arbitrage, but Roth is also something to consider when it comes to legacy planning for the next generation! Lastly, there are things to watch out for when making a Roth vs. tax-deferred or a Roth Conversion strategy. Take a listen to find out more.

… continue reading

235 episoder

#Business #Financial Advisors #Walkner Condon Financial Advisors #Trading

Artwork

Roth IRAs: Opportunities and Pitfalls

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

published 1M ago

Del

MP3•Episoder hjem

Innhold levert av Walkner Condon Financial Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Walkner Condon Financial Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when someone could consider Roth as part of their plan, whether it is a young investor, pre-retiree, or those in retirement. Not only do people use Roth strategies in their own game of tax arbitrage, but Roth is also something to consider when it comes to legacy planning for the next generation! Lastly, there are things to watch out for when making a Roth vs. tax-deferred or a Roth Conversion strategy. Take a listen to find out more.

… continue reading

235 episoder

#Business #Financial Advisors #Walkner Condon Financial Advisors #Trading

Alle episoder

×

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema