The Mind Money Spectrum Podcast
Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
The Mind Money Spectrum Podcast
#30. How to unlock the power of the Roth to turbocharge your retirement goals.
In this episode, Aaron and Trishul discuss everything Roth, including Traditional IRAs vs Roth IRAs, Traditional 401(k)s vs Roth 401(k)s, and IRAs vs 401(k)s. There's also Roth Conversions and Back-Door Roth Contributions to consider. And Trishul even throws in some HSA and 529 pointers. Contributing to a Roth IRA or 401k is advice commonly found on the internet. But now you can understand the alternatives involved, including why a Roth can make sense and why it sometimes doesn't.
Episode References
Wikipedia - Roth IRA
Wikipedia - Individual Retirement Account
Roth Rules
401k Contribution Limits
IRA Contribution Limits
Substantially Equal Periodic Payment (SEPP)
Complete 2019 Guide to Health Savings Accounts
Investing Forever - Taxes: What Does This All Mean?
Investing Forever - Tax Man Saves the Day
Investing Forever - Why Buy-And-Hold Can Save You BIG.
Investing Forever - Small Difference, Big Deal
Investing Forever - Ira is Your Friend
Investing Forever - Careful. There’s more to think about than just your IRA.
Investing Forever - You Can’t Spend the Same Dollar Twice
IRS Finally Says Backdoor Roths Are OK
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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