Advanced Roth IRA Strategies: Backdoor to Mega Backdoor Strategies скачать в хорошем качестве

Advanced Roth IRA Strategies: Backdoor to Mega Backdoor Strategies

In this episode of the Last Paycheck Podcast, hosts and financial planners Archie and Rob Hoxton dive deep into the world of Roth IRAs and 401(k) plans, exploring the benefits and strategies for building your Roth tax bucket. The discussion tackles the incredible story of Peter Thiel purportedly amassing $5 billion within a Roth IRA. Archie and Rob break down the fundamental differences between traditional and Roth IRAs, offering valuable insights into strategies like Roth conversions, backdoor Roth contributions, and even the mega backdoor Roth. They emphasize the importance of tax planning and knowing your options to maximize retirement savings. Whether you're new to retirement planning or a seasoned investor, this episode is packed with practical advice to help you retire and stay retired with financial peace of mind. Questions? Call or text Rob and Archie at 304-876-2619 or reach them at www.hoxtonpm.com. If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/las... Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com  00:00 Introduction 00:56 How do you know if you're financially healthy? 01:55 Emergency fund 05:28 Planning for emergencies 06:21 Liability insurance 08:29 Real life example 10:23 Checklist 11:34 Roadmap 12:54 Conclusion Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you. Visit: http://www.thelastpaycheck.com You can also listen to Last Paycheck on Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1TmzPXE... #retirement #retirementplanning #financialfreedom