Not Your Average Financial Podcast™

Episode 291: Unexpected Ways to Max Out Your Roth IRA

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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
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