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Roth IRA Strategies for High-Income Earners

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Manage episode 427978927 series 3428540
Kandungan disediakan oleh Lucia Capital Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Lucia Capital Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

If you're at all familiar with the Roth IRA, you probably know that there are income limits for people who want to make a contribution to a Roth. These limits generally go up a little bit each year, but anyone who makes over a certain amount of money is ineligible to make a Roth contribution.
But that doesn't mean those with a high income have no access to a Roth, or to certain Roth strategies. Everyone loves something that's tax free, and that notion is especially attractive to people who may be in a high tax bracket when it comes time to distribute those funds.
What Roth can strategies can you employ if you're a high-earner? Find out from podcast host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!

  continue reading

197 episod

Artwork
iconKongsi
 
Manage episode 427978927 series 3428540
Kandungan disediakan oleh Lucia Capital Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Lucia Capital Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

If you're at all familiar with the Roth IRA, you probably know that there are income limits for people who want to make a contribution to a Roth. These limits generally go up a little bit each year, but anyone who makes over a certain amount of money is ineligible to make a Roth contribution.
But that doesn't mean those with a high income have no access to a Roth, or to certain Roth strategies. Everyone loves something that's tax free, and that notion is especially attractive to people who may be in a high tax bracket when it comes time to distribute those funds.
What Roth can strategies can you employ if you're a high-earner? Find out from podcast host Johnny Dean and "Professor" Rick Plum, CFP® on this week's episode of Managing Your Financial Future!

  continue reading

197 episod

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