We love talking about the benefits of the Roth IRA, and if you are one of the investors who can’t make direct contributions to a Roth due to the income limits, there are a few workarounds that you may not know about. Donna discusses some of the strategies that high earners use to take advantage of the benefit of saving on a Roth basis. Also, on MoneyTalk, anchoring our lifestyle expectations to reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/8/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

We love talking about the benefits of the Roth IRA, and if you are one of the investors who can’t make direct contributions to a Roth due to the income limits, there are a few workarounds that you may not know about. Donna discusses some of the strategies that high earners use to take advantage of the benefit of saving on a Roth basis. Also, on MoneyTalk, anchoring our lifestyle expectations to reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/8/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.

We love talking about the benefits of the Roth IRA, and if you are one of the investors who can’t make direct contributions to a Roth due to the income limits, there are a few workarounds that you may not know about. Donna discusses some of the strategies that high earners use to take advantage of the benefit of saving on a Roth basis. Also, on MoneyTalk, anchoring our lifestyle expectations to reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 12/8/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Bypassing Roth Income Limits

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org">www.FINRA.org</a> + <a href="http://www.SIPC.org">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Business

Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial Group Inc. 24 Albion Rd. Ste. 340 Lincoln, RI 02865 (401) 434-8090

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org" rel="noopener noreferrer">www.FINRA.org</a> + <a href="http://www.SIPC.org" rel="noopener noreferrer">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

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Bypassing Roth Income Limits

Bypassing Roth Income Limits

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