Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Podcast
Episodes
Listen, download, subscribe
The 5 Year Rule for Roth Contributions
So many economic predictions for the year have proved incorrect. Since even the brightest economists don’t have a crystal ball, planning your retirement based on economic, market, or investment predictions can lead you astray. Instead of basing your retirement plan on wishful thinking, learn how to create a strategic retirement plan based on agency. Today, and during this entire Roth IRA series, we’ll see how you can use Roths to enhance your retirement plan. Listen to this episode to hear whether you should be making Roth contributions to help fund your retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [5:48] How to make Roth IRA contributions [8:04] How backdoor Roth contributions work [13:47] The difference in the Roth 401K LISTENER QUESTIONS [19:45] Envisioning family legacy options [28:08] Spousal Social Security benefits [31:26] Optimizing taxes and estate planning BRING IT ON WITH KEVIN LYLES [39:20] On designing a phased retirement [45:02] Make sure your phased retirement isn’t an excuse to not retire TODAY’S SMART SPRINT SEGMENT [47:30] Examine whether you should be making Roth contributions Resources Mentioned In This Episode Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
Retirement Answer Man RSS Feed
