Ready For Retirement

Is It Possible to Have Too Much in Roth IRAs?


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Description
There are a lot of good reasons to put your money into a Roth account. But does it make sense to have all your money in Roth accounts?

The truth is, there is  a point at which it's potentially harmful to continue putting money into Roth accounts. 

James explains the nuances of Roth accounts and tax planning, while answering a listener's question.

Questions Answered:
Is there a point at which you can have too much in a Roth account?
How can you use tax planning in retirement?

Timestamps:
0:00 Intro
1:17 Listener question
3:59 Short answer
5:41 Example
8:04 Tax planning
9:10 Eample
11:45 Two questions
14:18 Charitable giving
18:22 Example
20:57 Outro

Create Your Custom Strategy ⬇️


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Ready For RetirementBy James Conole, CFP®

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