We’ve talked about the good, the bad, and the limitations of traditional 401(k)s. Now, we’re tackling the process of turning that traditional IRA into a Roth IRA.  What does it take to do a Roth conversion, and is it right for you?  In this episode, Ryan Poterack discusses the benefits and process of converting a … <a class="btn btn-default" href="https://lifeisntlivedonaspreadsheet.blubrry.net/2023/12/05/using-roth-iras-to-create-a-tax-efficient-retirement-ep-9/"> Read More Read More</a>

We’ve talked about the good, the bad, and the limitations of traditional 401(k)s. Now, we’re tackling the process of turning that traditional IRA into a Roth IRA. What does it take to do a Roth conversion, and is it right for you? In this episode, Ryan Poterack discusses the benefits and process of converting a … Read More Read More

We’ve talked about the good, the bad, and the limitations of traditional 401(k)s. Now, we’re tackling the process of turning that traditional IRA into a Roth IRA.&nbsp; What does it take to do a Roth conversion, and is it right for you?&nbsp; In this episode, Ryan Poterack discusses the benefits and process of converting a … <a href="https://lifeisntlivedonaspreadsheet.blubrry.net/2023/12/05/using-roth-iras-to-create-a-tax-efficient-retirement-ep-9/" rel="noopener noreferrer"> Read More Read More</a>

Using Roth IRAs to Create a Tax-Efficient Retirement (Ep. 9)

Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals.   It’s time to experience the PCA difference!  In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects.   Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.

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Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals. It’s time to experience the PCA difference! In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects. Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.

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Using Roth IRAs to Create a Tax-Efficient Retirement (Ep. 9)

Using Roth IRAs to Create a Tax-Efficient Retirement (Ep. 9)