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Roth IRAs are powerful retirement accounts. You get to pay your tax now, let your investments grow tax-sheltered, and take from the account in retirement TAX-FREE! (The tax-free part depends on whether or not you meet the age 59.5 and 5 year requirements)
Having a Roth IRA in retirement will help you lower your tax bill in your retirement years and be a huge benefit when it comes to Social Security taxation or IRMAA (Medicare premium surcharges).
In this episode of Retirement Answers, I share 5 benefits of having a well-funded Roth IRA in retirement and how you can maximize the potential of your Roth IRA.
If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]
My YouTube Channel
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
By Jacob Duke, CFP®4.9
9898 ratings
Roth IRAs are powerful retirement accounts. You get to pay your tax now, let your investments grow tax-sheltered, and take from the account in retirement TAX-FREE! (The tax-free part depends on whether or not you meet the age 59.5 and 5 year requirements)
Having a Roth IRA in retirement will help you lower your tax bill in your retirement years and be a huge benefit when it comes to Social Security taxation or IRMAA (Medicare premium surcharges).
In this episode of Retirement Answers, I share 5 benefits of having a well-funded Roth IRA in retirement and how you can maximize the potential of your Roth IRA.
If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]
My YouTube Channel
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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