
Sign up to save your podcasts
Or


Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
Is there a "magic bullet" for generating tax-free income in retirement? This week, Ross and Dan dive back into the mailbag to tackle a question that sounds almost too good to be true: The Tax-Free Dividend Roth Strategy. We’ve all heard that Roth IRAs are powerful, but a listener asks if specifically loading a Roth with high-yield dividend stocks is the ultimate "cheat code" for retirement cash flow. That and more on this week's episode!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

3,585 Listeners

3,230 Listeners

3,259 Listeners

942 Listeners

531 Listeners

1,954 Listeners

304 Listeners

1,264 Listeners

680 Listeners

3,092 Listeners

450 Listeners

927 Listeners

156 Listeners

1,624 Listeners

93 Listeners