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39 results found
episode

How To Open a Roth IRA | Financial Advisor Live Walkthrough

Updated: January 16, 2026

This step-by-step guide walks you through exactly how to open a Roth IRA account. (It's way easier than you might…

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article

Here’s Why Roth Isn’t Always Better Than Pre-Tax

Updated: January 15, 2026

We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability…

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article

Mega Backdoor Roth: What Is It and When To Use It

Updated: January 15, 2026

As the name implies, the Mega Backdoor Roth strategy is a way to build a very large amount of tax-free…

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article

How To Invest for Retirement the Right Way

Updated: January 15, 2026

Our Financial Order of Operations lays out what to do with every dollar, including when to pay off debt, when…

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article

Can You Have Too Much Money in a Roth Account?

Updated: January 15, 2026

We explore the advantages and potential downsides of holding a substantial amount of money in a Roth account. Learn the…

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article

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

Updated: January 15, 2026

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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article

Is a Backdoor Roth Important for Everyone?

Updated: January 15, 2026

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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article

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

Updated: January 15, 2026

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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article

Should I Invest 100% in Roth?

Updated: January 15, 2026

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

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

Updated: January 15, 2026

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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