The Pilot Money Guys

Flight #124: Advanced Roth Strategies and New Changes


Listen Later

Are you missing opportunities to build tax-free retirement income? In Part 2 of this Roth series, we break down the latest changes and advanced strategies that could significantly impact your retirement plan. You'll learn how the new Roth catch-up rules affect those 50 and over, what the Roth NEC means for high earners, and how the mega backdoor Roth works in practice.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/3hr2psac

...more
View all episodesView all episodes
Download on the App Store

The Pilot Money GuysBy Leading Edge Financial Planning

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

45 ratings


More shows like The Pilot Money Guys

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,620 Listeners

The Peter Schiff Show Podcast by Peter Schiff

The Peter Schiff Show Podcast

5,721 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,251 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

549 Listeners

Pilot to Pilot by Justin Siems

Pilot to Pilot

952 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

604 Listeners

21.FIVE - Professional Pilots Podcast by 21Five Podcast

21.FIVE - Professional Pilots Podcast

343 Listeners

Sound Investing by Paul Merriman

Sound Investing

350 Listeners

The SWAPA Number by SWAPA

The SWAPA Number

180 Listeners

Airlines Confidential Podcast by Scott McCartney

Airlines Confidential Podcast

139 Listeners

The Shawn Ryan Show by Shawn Ryan

The Shawn Ryan Show

46,416 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

835 Listeners

Passive Income Pilots by Tait Duryea and Ryan Gibson

Passive Income Pilots

132 Listeners

Pilot’s Portfolio by Timothy P. Pope, CFP®

Pilot’s Portfolio

23 Listeners