All About Roth IRAs

FromYour Retirement Playbook

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All About Roth IRAs

FromYour Retirement Playbook

ratings:

Length:

59 minutes

Released:

Sep 19, 2019

Format:

Podcast episode

Description

Today we talk about Roth IRAs, what happens to old 401Ks when you go to another company, and how inherited IRAs can mess up taxation.

Released:

Sep 19, 2019

Format:

Podcast episode

Titles in the series (100)

Consider This Program is a show designed to provide every day people with real, useful information that can be translated into daily life and thought. Each week we will be covering a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world, and provide ideas for the “Average Joe” to take home and put to use.

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The end is near for the 2018 tax year. Things you should Consider today.: Your questions asked, our answers provided. by Your Retirement Playbook
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Answering Your Questions on how to Distribute: Conversations regarding allocations, quarterly rebalancing, liquidity, risk tolerance, asset indexes, and missed RMD's. by Your Retirement Playbook
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Convert or Contribute & Planning Matters: Points to consider when contributing, converting and planning. by Your Retirement Playbook
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Should I refinance my mortgage in 2019?: What will happen with interest rates in 2019? by Your Retirement Playbook
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REALLY, anyone can be a Financial Planner, HOWEVER...: Understanding why anyone can be a Financial Planner but NOT a Certified Financial Planner or Fiduciary. by Your Retirement Playbook
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Breaking Down the Game of "Risk": What should you insure, what shouldn't you insure. by Your Retirement Playbook
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The Retirement Reality: What goes in must come out, the real risk in hiring a financial advisor, tax loss harvesting & much more! by Your Retirement Playbook
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Income Share Agreements: Did you know you can pay for college with future incomes? We also discuss annuities, surprises that destroy retirement, and later, we introduce special guests Andre Norman! by Your Retirement Playbook
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New Years Resolutions: Happy Birthday, Happy New Year & Resolutions! by Your Retirement Playbook
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Consider This Program - Episode 2/2/19 - The Right Questions: Shopping List for Annuities/Life Insurance, Tax Journey, Loss of a Spouse, Rule of Thumb by Your Retirement Playbook
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Stop the Insanity!: Read your tax return. by Your Retirement Playbook
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Changing of the Guard - Inherited Assets: Join us as we discuss defined benefit, contribution and distribution. by Your Retirement Playbook
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Defined Distribution...How Do You Get It Out!: Plan how to put it in AND take it out. by Your Retirement Playbook
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IRA Encyclopedia: How IRAs and 401Ks are different, taking care of your IRA in your estate, and how to avoid hidden taxes and penalties of an IRA. by Your Retirement Playbook
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Equity-Indexed Annuities: Do not trade short term fear for long term complication! by Your Retirement Playbook
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Graduation Season: Looking for your 1st job? Save early & often and other things to consider. by Your Retirement Playbook
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The Three Retirement Robbers: Things hidden in plain sight can destroy your "Life After Work". by Your Retirement Playbook
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Thinking Back and Understanding Things Change...: A discussion on stock buybacks, what is a retirement budget, and giving advice to your 30-year-old self! by Your Retirement Playbook
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Why Not Start Now!: Conversations regarding year end planning, regrets, ramping up retirement and home buyers guide. by Your Retirement Playbook
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How Will Healthcare Shape Your Retirement?: Today we talk about Health Savings Accounts, details on gifting stocks to your children, and what you need to know if you inherited an IRA. by Your Retirement Playbook
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Designing Your Distribution: Today we talk about hybrid long term care policies, why your broker should ask for your tax return, and why you shouldn't mess with your IRA unless you have to. by Your Retirement Playbook
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When Important and Urgent Collide: Wildly Important, Aroundtoit & the Eisenhower Principle. by Your Retirement Playbook
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IRAs Verses Everything Else: What is the difference between an IRA and all the other investments out there? And have you ever thought about doing a Qualified Domestic Relation Order? Don't! by Your Retirement Playbook
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Thought Processes Shouldn't Change: Thought processes shouldn't change but conclusions will change over time. by Your Retirement Playbook
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Trust Planning: Do you need a Trust? Today we talk about Charitable Planning, Special Needs Trusts, and negative interest rates. by Your Retirement Playbook
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Gender Investing: Conversations regarding Roth IRAs, inherited assets, college debt and savings, pension funds, and differences in gender and investing. by Your Retirement Playbook
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One Thing Leads to Another: Poking and prodding you to actively take charge of your tax return. by Your Retirement Playbook
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Chocolate Cake: Chocolate cake tastes good every day however remember to eat your broccoli. by Your Retirement Playbook
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Consider This Podcast Breakout to RADIO: Breaking out the great recent podcast moments to Radio! Discussions regarding culture, teaching kids to invest, the difference between technical, fundamental and narrative type investing and My Life & Wishes (when something happens to you... by Your Retirement Playbook
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Retirees With Student Debt!: Today we discuss starting a new job at 50 years old, and how co-signing for college loans has caused retirees to carry a brand new burden. by Your Retirement Playbook
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Discover this podcast and so much more

All About Roth IRAs

All About Roth IRAs

Description

Titles in the series (100)

More Episodes from Your Retirement Playbook