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Tag: Roth

10 results found
episode

Financial Advisor Explains: Backdoor and Mega Backdoor Roth Conversions

Updated: February 5, 2025

Building wealth and saving big on taxes? That’s where Roth accounts shine. Let’s dive into how to leverage Roth strategies…

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article

Should I Maximize My Wife’s Roth IRA Before My 401(k)?

Updated: December 20, 2023

In the Financial Order of Operations, maximizing your retirement accounts is right after maximizing your Roth IRA and HSA. Where…

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article

Can You Use a Taxable Brokerage Account to Max Out Your Roth?

Updated: December 13, 2023

If you don’t have the cashflow to maximize your Roth IRA, should you use money in your taxable brokerage account…

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article

Should You Invest in a Roth 401(k) Even if You Are in a High Tax Bracket?

Updated: November 19, 2023

If you are in a high tax bracket, does it ever make sense to make Roth 401(k) contributions? Or is…

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article

Should You Prioritize Roth Contributions Even with a High Income?

Updated: November 8, 2023

If you’ve been saving in pre-tax accounts your entire working life, you may have little to no Roth assets by…

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article

How to Balance Roth and After-Tax Buckets for Early Retirement

Updated: August 23, 2023

In this highlight, we discuss how to balance Roth and after-tax buckets for early retirement and what you need to…

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article

Not Eligible for an HSA or a Roth IRA – What’s the Next Step?

Updated: August 16, 2023

In this highlight, we discuss what you should do if you are not eligible for an HSA or a Roth…

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article

Should I Invest 100% in Roth?

Updated: August 9, 2023

When deciding between contributing to a traditional or Roth 401(k) based on your current tax situation, and for the Mega…

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article

Roth vs. Traditional: Which Is Right For You?

Updated: July 17, 2023

Uncover the secrets behind maximizing your investments and navigating the perplexing world of taxes in this captivating transcript. Delve into…

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article

Should You Adjust Your Savings Rate for Roth Investments?

Updated: July 13, 2023

In this highlight, Bo and Brian talk about adjusting your savings rate for your Roth Investments. Want to know what…

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