Sign up to save your podcasts
Or
Share Transform Your Roth IRA: Strategic Allocations for Wealth Building
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Transform Your Roth IRA: Strategic Allocations for Wealth Building
Takeaways:
- In this episode, we elucidate the paramount importance of strategic asset allocation within Roth IRAs for optimizing long-term tax-free growth.
- We emphasize that the allocation of high-growth assets within a Roth IRA is crucial for maximizing compounding benefits over time.
- The allocation strategy recommended includes significant portions in large-cap growth, mid-cap growth, and international markets for optimal diversification.
- We identify common pitfalls, such as over-rebalancing and misallocating assets, which can severely undermine the efficacy of Roth IRA investments.
To schedule a Discovery Call go to: https://www.momentouswealthadvisors.com/contact
Get Your Risk Number by taking the FREE RISK ASSESSMENT: https://pro.riskalyze.com/embed/da35a673b96655a2f2b1
Pick up a copy of my book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:https://www.momentouswealthadvisors.com/book
Brian D Muller(AAMS©), Founder, Wealth Advisor
Podcast Disclaimer The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.
THE BASICS OF RETIREMENT PLANNING Retirement planning has several steps, with the end goal of having enough money to quit working and live your version of a richer life. My goal is to help people make better wealth decisions along their financial journey so they can retire and stay comfortably retired
View all episodes
By Brian D Muller (AAMS©) (BFA™)Takeaways:
- In this episode, we elucidate the paramount importance of strategic asset allocation within Roth IRAs for optimizing long-term tax-free growth.
- We emphasize that the allocation of high-growth assets within a Roth IRA is crucial for maximizing compounding benefits over time.
- The allocation strategy recommended includes significant portions in large-cap growth, mid-cap growth, and international markets for optimal diversification.
- We identify common pitfalls, such as over-rebalancing and misallocating assets, which can severely undermine the efficacy of Roth IRA investments.
To schedule a Discovery Call go to: https://www.momentouswealthadvisors.com/contact
Get Your Risk Number by taking the FREE RISK ASSESSMENT: https://pro.riskalyze.com/embed/da35a673b96655a2f2b1
Pick up a copy of my book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:https://www.momentouswealthadvisors.com/book
Brian D Muller(AAMS©), Founder, Wealth Advisor
Podcast Disclaimer The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.
THE BASICS OF RETIREMENT PLANNING Retirement planning has several steps, with the end goal of having enough money to quit working and live your version of a richer life. My goal is to help people make better wealth decisions along their financial journey so they can retire and stay comfortably retired