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When to (and not to) Fund a Roth
Manage episode 430318735 series 2864884
Kandungan disediakan oleh Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Steve Campbell & Travis Maus, Steve Campbell, and Travis Maus 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.
In this episode, Travis and Steve discuss when to fund a Roth IRA and when not to.
They emphasize the importance of understanding net earnings and the framework of financial projections. They explain the difference between a Roth IRA and a traditional IRA, highlighting the tax benefits and implications of each.
They also discuss asset location and how it can optimize tax efficiency.
The key takeaway is that financial planning should consider individual circumstances and future tax brackets to determine the best strategy for funding a Roth IRA.
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
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1. When to (and not to) Fund a Roth (00:00:00)
2. Maximizing Financial Independence With Roth IRA (00:00:07)
3. Strategic Considerations for Retirement Planning (00:12:09)
4. When to Choose a Roth IRA (00:17:08)
5. Strategic Asset Location for Tax Savings (00:24:54)
6. Maximizing Roth IRA Contributions (00:34:41)
138 episod
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