Most people think tax-deferred accounts are all created equal — they're not. Brad and Jonathan break down the precise hierarchy of retirement "buckets" and explain why the order you fill them matters far more than how much you save. From the triple-tax-free power of HSAs to the strategic use of Roth conversions, they map out the four primary tax treatments f ... Show More
Jan 2018
511-Friday Q&A: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA, What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship, Do I Risk the Wrath of the IRS by Moving From Sole Proprietor to
It's Friday! That means Q&A time. Today we cover: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship Do I Risk the Wrath of the IRS by Moving From Sole Proprie ... Show More
1h 9m
Jun 2024
2208: Roth or Traditional When You Have Student Debt by Travis Hornsby of Student Loan Planner on Retirement Accounts
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2208: Travis Hornsby offers insightful guidance on choosing between Roth and Traditional retirement accounts when managing ... Show More
12m 14s
Aug 2017
507 MG How to Open an IRA—Understand Eligibility, Rollovers, and Early Retirement
Retirement accounts can be the best way to secure your future--but the rules can be confusing. Laura answers four IRA questions about who's eligible, the rules for doing rollovers, and tips to retire early. Get the Money Girl book at http://MoneyGirlBook.com. Hosted on Acast. See ... Show More
25m 5s