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Everything You Need to Know About IRAs

How much do you really know about IRAs?

We all know that saving for retirement is important, but with Traditional, Roth, SEP, SIMPLE, and more IRA options available, it’s easy to get confused. How can you be sure that you’re choosing the right one?

If you’re not feeling certain about the best course of action for you, don’t worry — you’re not alone!

On the show today, we’re talking about the evolution of IRAs and why they are not all created equal. We’re going to break down each account option available and help you make sense of their long-term benefit to your bottom line.

But before we get into the specifics, we wanted to remind our listeners that outside of the podcast, we’re fee-only financial planners who work with clients in 30 states. If you would like to join up with us, don’t hesitate to reach out to brian [at] or bo [at] We would love to hear from you!

In This Episode, You’ll Learn:

  • A brief history of IRAs
  • The different types of IRAs available
  • What tax-deferred growth means and why it’s important
  • The biggest legal loophole for tax savings
  • How Traditional and Roth IRAs differ
  • When it makes sense to leave your 401k with a previous employer
  • The importance of establishing your IRA beneficiary designations
  • Why Roth IRAs are ideal for estate planning
  • The IRA options available to small business owners


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