Episode 291: Unexpected Ways to Max Out Your Roth IRA

In this episode, we ask: Are you paying more in tax? What are some strategies with IRAs and Roth IRAs? What about the drama of the stock market? What strategies include a guaranteed life time income? Who is ready for a next level strategy? What’s wrong with self-directed IRAs? Would you like to hear Episode...

In this episode, we ask:

Are you paying more in tax?
What are some strategies with IRAs and Roth IRAs?
What about the drama of the stock market?
What strategies include a guaranteed life time income?
Who is ready for a next level strategy?
What’s wrong with self-directed IRAs?
Would you like to hear Episode 209?
What is a “back door” Roth?
How do conversions work?
Who meets the income eligibility requirements for a Roth IRA?
What about an IRA on a spouse?
What about a “mega back door” IRA?
What does this look like?
What about high income earners?
Who allows for after tax contributions?
Does it make sense to pay tax on a smaller balance?
Is it better to convert when your income is lower?
Is time running out?
What about a multi-year conversion?
Do you have the number of your HR department?
Do you own a small business?
Are your family members employed?
Where will the money live?
What is liquid?
What is accessible?
What do you want to purchase within your IRA?
How much do you need?
How much annual income do you want?
Is the IRA full of stocks? Indexed funds? Real estate?
Is there a better way?
What about an income annuity inside of an IRA?
What about guaranteed lifetime feature?
What about inflation protection?
What about liquidity?
Is the money locked up?
What about emergency funds?
What about leaving a death benefit to your heirs, should you pass away too soon?
What about an IRA transfer?
What about piecemeal internal Roth conversions?
What about paying your taxes now?
What about an annuity inside a Roth IRA?
What about guaranteed, tax-free, inflation-adjusted income that could last the rest of your life?