Artwork

Contenido proporcionado por Lee Perkins. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Lee Perkins o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

Is Having a Roth IRA a Bad Idea?

19:29
 
Compartir
 

Manage episode 376276400 series 2536305
Contenido proporcionado por Lee Perkins. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Lee Perkins o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Welcome back to the My Retirement Clarity podcast! Today, Lee and Ben dive into a Yahoo Finance that claims someone lost over $400,000 of their retirement savings in a Roth IRA. Is the Roth IRA really to blame, or is there more to the story?

Here’s an overview of what we discuss in this episode:

  • Tax planning and tax diversification are essential aspects of retirement planning. Understanding the potential impact of rising taxes in the future is crucial for making informed decisions.
  • Roth IRAs can be a valuable retirement tool, especially for those in lower tax brackets or those willing to engage in strategic Roth conversions.
  • Lee cautions against taking financial advice solely from sensationalized headlines or anonymous online comments. Instead, seek guidance from qualified financial professionals.

Yahoo Finance Article:

https://finance.yahoo.com/news/lost-400k-retirement-savings-roth-174006044.html

Want to set up a meeting with us? Visit us here: http://talkwithlee.com

Get more financial education at http://myretirementclarity.com

  continue reading

157 episodios

Artwork
iconCompartir
 
Manage episode 376276400 series 2536305
Contenido proporcionado por Lee Perkins. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Lee Perkins o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Welcome back to the My Retirement Clarity podcast! Today, Lee and Ben dive into a Yahoo Finance that claims someone lost over $400,000 of their retirement savings in a Roth IRA. Is the Roth IRA really to blame, or is there more to the story?

Here’s an overview of what we discuss in this episode:

  • Tax planning and tax diversification are essential aspects of retirement planning. Understanding the potential impact of rising taxes in the future is crucial for making informed decisions.
  • Roth IRAs can be a valuable retirement tool, especially for those in lower tax brackets or those willing to engage in strategic Roth conversions.
  • Lee cautions against taking financial advice solely from sensationalized headlines or anonymous online comments. Instead, seek guidance from qualified financial professionals.

Yahoo Finance Article:

https://finance.yahoo.com/news/lost-400k-retirement-savings-roth-174006044.html

Want to set up a meeting with us? Visit us here: http://talkwithlee.com

Get more financial education at http://myretirementclarity.com

  continue reading

157 episodios

Todos los episodios

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida

Escucha este programa mientras exploras
Reproducir