Should I contribute to my 401k or Roth 401k in my 60s?
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by talking about the factors you need to consider.
Tag: roth
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How to get more tax-free money and income for retirement
Without that steady income stream from work, people most commonly rely on their investments. Depending on where you’ve been saving, your money will likely come out of an IRA or a 401(k) and those withdraws will be subject to tax. Based on the amount of debt our country is facing right now, where do you think taxes are going in the future?
4 Tips Get the Most Out or Your 401k Plan & Maximize Your 401k Money
Your 401k is likely your biggest savings tool for retirement and depending on how you manage it could be the difference in retiring early, retiring on time, or having to work a few years longer.
I’m 62 Years Old With $1.7 Million in 401k and IRAs. How Do I Pay Fewer Taxes in Retirement?
In this video, we’re going to talk about factors to consider and strategies to utilize to lower the amount of tax you’re going to owe so that you can keep more of your hard-earned money in your pocket. No one wants to give more to the IRS than they have to and we’re going to talk about ways to do that.
Ep 97: Inheritance Distributions, Combining 401ks, Investing for Inflation & Retirement – Mailbag Episode
Subscribe With Your Favorite App Show Notes In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need
Ep 95: Last Minute Tax Tips Before Filing
Subscribe With Your Favorite App Show Notes If you’re looking for some last-minute tax tips before filing your 2022 taxes, this episode is for you.
Ep 92: Roth Conversions, Rental Property & Income, Inheritance Decisions – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today we’re going to open up the mailbag to answer your financial questions and we’ll be covering some
Ep 87: SECURE Act 2.0 Impacts on Your Retirement (Part 1)
Subscribe With Your Favorite App Show Notes Another round of retirement changes are on the way after President Biden signed a spending bill in December
Ep 84: Annuities, Lump Sum Surpluses, Which Accounts to Max Out – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s show is all about answering your financial questions and we have four great ones for you that
Ep 71: Taxes on Inherited Real Estate, Roth Conversions & More – Mailbag Episode
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about taxes on inherited real estate, Roth conversions, and saving for retirement with irregular income.