Episode 6: Roth, Social Security, and Tax Smoothing

Check Your Balances

English - March 10, 2021 05:00 - 21 minutes - 14.8 MB - ★★★★★ - 49 ratings
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Previous Episode: Episode 5: 10 Takeaways from Warren Buffet's 2021 Letter to Shareholders

Next Episode: Episode 7: Managing the Downside

Is the Roth IRA for you? When should you file Social Security? When does it make sense to accelerate your taxable income? Ross and Dan talk through three common planning issues in this week's show.

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