Part 1 of this blog went over the basics of Roth accounts, while Part 2 covered the pros and cons of backdoor Roth IRAs. If you missed either one, you can find Part 1 here and Part 2 here. If you like the idea of tax-free growth for retirement, another strategy to consider is doing a …
In my last blog, I covered Roth IRAs and Roth 401Ks. If you missed it, you can find a link to it here. However, I find that many of my clients are over the Roth IRA income limits and therefore ineligible to contribute directly to a Roth IRA, and their 401K may not allow Roth …
One of the most frequent questions that I get in my practice is about Roth IRAs, and more recently Roth 401Ks. Roth accounts can be a very important part of a retirement portfolio, but I find that most investors don’t fully understand how they work. So, to clear up the confusion, let’s go through the …
