January 16, 2025

Questions From the Internet: Roth vs Traditional with Zacc Call

28 minutes

How your investment accounts are taxed could save you considerable amounts of money if you use the right investment vehicle.

The two most common are Roth and Traditional accounts, especially as we talk about IRAs and 401(k)s. Our original video on Roth vs Traditional generated a lot of questions, so Zacc Call - President of Capita Financial Network - took some time to answer those questions.

Watch the original Roth vs Traditional video here:

https://open.spotify.com/episode/48MziVxRF0QkKY6IyWhof3?si=xo1ewuirSCGOjPtwpNrBIA

Zacc's free Financial Education Platform here:

https://www.thefinancialcall.com/guided-path

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⏰ TIME CODES ⏰

0:00 Introduction

0:35 Traditional and RMDs

9:22 Are Taxes Going Up?

14:51 Roth Income Limits

16:16 Spousal IRA

18:10 Backdoor Roth

23:00 Will Roths Be Taxed?

28:16 How to Find Zacc

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#90daysfromretirement #retirementplanning #financialfreedom

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved.

Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast.

Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.

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