Not Your Average Financial Podcast™

Episode 291: Unexpected Ways to Max Out Your Roth IRA

Listen Later

In this episode, we ask:

  • Are you paying more in tax?
  • What are some strategies with IRAs and Roth IRAs?
  • What about the drama of the stock market?
  • What strategies include a guaranteed life time income?
  • Who is ready for a next level strategy?
  • What’s wrong with self-directed IRAs?
  • Would you like to hear Episode 209?
  • What is a “back door” Roth?
  • How do conversions work?
  • Who meets the income eligibility requirements for a Roth IRA?
  • What about an IRA on a spouse?
  • What about a “mega back door” IRA?
  • What does this look like?
  • What about high income earners?
  • Who allows for after tax contributions?
  • Does it make sense to pay tax on a smaller balance?
  • Is it better to convert when your income is lower?
  • Is time running out?
  • What about a multi-year conversion?
  • Do you have the number of your HR department?
  • Do you own a small business?
  • Are your family members employed?
  • Where will the money live?
  • What is liquid?
  • What is accessible?
  • What do you want to purchase within your IRA?
  • How much do you need?
  • How much annual income do you want?
  • Is the IRA full of stocks? Indexed funds? Real estate?
  • Is there a better way?
  • What about an income annuity inside of an IRA?
  • What about guaranteed lifetime feature?
  • What about inflation protection?
  • What about liquidity?
  • Is the money locked up?
  • What about emergency funds?
  • What about leaving a death benefit to your heirs, should you pass away too soon?
  • What about an IRA transfer?
  • What about piecemeal internal Roth conversions?
  • What about paying your taxes now?
  • What about an annuity inside a Roth IRA?
  • What about guaranteed, tax-free, inflation-adjusted income that could last the rest of your life?

    • ...more
    View all episodesView all episodes
    Download on the App Store
    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™
    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    122 ratings

    More shows like Not Your Average Financial Podcast™

    View all
    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,773 Listeners

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

    Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

    3,877 Listeners

    Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

    Creating Wealth Real Estate Investing with Jason Hartman

    536 Listeners

    The Best Ever CRE Show by Joe Fairless

    The Best Ever CRE Show

    990 Listeners

    Rental Income Podcast With Dan Lane by Rental Income Podcast

    Rental Income Podcast With Dan Lane

    828 Listeners

    Get Rich Education by Real Estate Investing with Keith Weinhold

    Get Rich Education

    604 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    585 Listeners

    Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

    Passive Real Estate Investing

    971 Listeners

    Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

    Real Wealth Show: Real Estate Investing Podcast

    414 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    422 Listeners

    The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

    The WealthAbility Show with Tom Wheelwright, CPA

    517 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    616 Listeners

    Ken McElroy Show by Ken McElroy

    Ken McElroy Show

    720 Listeners

    Real Estate Rookie by BiggerPockets

    Real Estate Rookie

    1,841 Listeners

    PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

    PassivePockets: The Passive Real Estate Investing Show

    129 Listeners