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Show Notes

We’re going to dive into some listener questions today! In this mailbag episode, we’ll discuss the contrasts between Roth conversions and Roth contributions and clarify which of these options have income limits. We will also explore what to do if your 401k contributions are already maxed out. We’ll then wrap up with an insightful discussion on spousal Social Security benefits.

This is an excellent opportunity to gain insights from other individuals’ successes and failures, and to develop strategies that could help you build wealth. Don’t miss out on this opportunity to learn and help pave the way towards a confident financial future.

Here are a few lessons that we’ll discuss in this episode:

• The difference between Roth conversions and Roth contributions. [3:51]
• Where should you be saving if you maxed out your 401(k)? [10:54]
• Understanding Social Security Spousal benefits. [15:58]

Thanks for checking out this episode of the podcast. If you’d like to learn more about financial and retirement planning, check out our YouTube channel here.