Financial Myth: Everyone Should Invest in Roths

Ditch the Suits - Your Money, Your Life

Want to get in touch? Send us a text!

In this episode, we discuss the myth that Roth IRAs are right for everyone.
We explain what a Roth is and how it differs from a traditional IRA. We also discuss the different ways to access a Roth, including Roth 401(k)s, backdoor Roths, and Roth conversions.
Our conversation emphasizes the importance of understanding tax brackets and how they can impact the decision to contribute to a Roth. Lastly, we highlight the benefits of Roth IRAs for retirees and the flexibility they offer in managing taxes in retirement.

________________________________________________________________
Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia
📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com
👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia
______________________________________________________________
About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.

فصول

1. Financial Myth: Everyone Should Invest in Roths (00:00:00)

2. Understanding Roth IRA Options (00:00:07)

3. Roth IRA and Tax Bracket Planning (00:12:18)

4. Understanding Roth IRA Myth Busting (00:23:02)