Check Your Balances

Does a tax free dividend Roth work? - Mailbag Episode


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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!

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Check Your BalancesBy Ross Anderson, CFP® and Daniel Messeca, CFP®

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