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Tag: Roth IRA

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Is a Roth IRA a Great Place to House an Emergency Fund?

Is a Roth IRA an appropriate vehicle for an emergency fund? Since you can access basis penalty and tax-free, some…

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Is a Backdoor Roth Important for Everyone?

If you are over the income limit to contribute to a Roth IRA and have access to an employer-sponsored 401(k)…

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Roth IRA Guide

Tap into one of the most powerful investment tools. Dig into tax-advantages, backdoor Roths, how kids can build Roth assets,…

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Is My 90% Traditional and 10% Roth Investment Strategy Backwards?

It’s not uncommon to reach retirement and have a large amount invested in pre-tax retirement accounts. What should you do…

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Should I Invest 100% in Roth?

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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Are There Downsides to Skipping a Roth IRA for a Roth 401(k)?

The question is whether to prioritize maxing out the company 401K (pre-tax and Roth) to hit 25 percent or to…

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Should I Use Target Date Index Funds or Total Market Index Funds?

In this highlight, Casey seeks expert guidance on managing their Roth IRA investments while exploring the pros and cons of…

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The Pros and Cons of Using a Roth IRA as a Bridge Account

In this highlight, Brian and Bo talk about the pros and cons of using a Roth IRA as a bridge…

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faq

Should I Contribute to Roth or Traditional/Pre-Tax (i.e. 401k, IRA, etc.)?

Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the…

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faq

I Make Too Much Money to Contribute to a Roth IRA. Is There Still a Way to Build Roth Assets?

Yes, there are several ways to build Roth assets, even with a high income. It’s true, there are income limitations…

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