by Money Guy | Jul 4, 2023 | Featured, Financial Planning, Podcasts
We are bringing back a classic from the archives – the apex predator of your wealth building! We realized the financial world has its own ferocious apex predator. Roth assets sit on the top of the food chain! They get tax-free growth, provide emergency access to...
by Money Guy | Jun 28, 2023 | FAQ, Investing, Investing FAQs
Yes, there are several ways to build Roth assets, even with a high income. It’s true, there are income limitations that determine whether one can contributed directly to a Roth IRA. The current income limitations can be found in this Money Guy resource, Money...
by Money Guy | Jun 21, 2023 | FAQ, Investing, Investing FAQs
Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the future of taxes. Given that Roth dollars are taxed at the time they are contributed and pre-tax dollars are taxed when the dollars are withdrawn,...
by Daniel May | Apr 17, 2023 | Blogs, FYI by FTE, Investing
If you are above the income limit to contribute to a Roth IRA, you’ve probably at least heard of something called a backdoor Roth IRA contribution. Depending on how immersed you are in the world of finance, and how comfortable you are DIY-ing, you may be hesitant to...
by Money Guy | Apr 1, 2023 | Ask the Money Guy, Blogs, Financial Planning
Have you ever wondered what a Mega Backdoor Roth is and how it works? In this highlight, Brian and Bo explain everything you need to know about a Mega Backdoor Roth and how you should use it to your advantage. Find out how much wealth you need, when you’ll get...
