Posts Tagged ‘Roth IRA’
Episode 113: 5 Things to Know About Capital Gains
If you’ve ever invested, you’re at least familiar with capital gains, but do you understand how much they impact your future? Today we’ll tell you five things that you need to know about capital gains and how to account for them when investing.
Read MoreEpisode 103: Things Nobody Says About Their Financial Plan
Wondering what to do with your financial plan but don’t want to later regret it? Here’s a few things people never seem to come back and complain about.
Read MoreEpisode 102: Roth Conversions, Portfolio Diversification And Pension Lump Decisions?
We cover one of David’s favorite topics while answering three questions from the mailbag today. From Roth conversions, investment choices, and pension decisions, we’ve got you covered when it comes to retirement planning.
Read MoreEpisode 66: Everything You Need To Know About Roth Conversions
Have you heard about Roth conversions? Wonder if it’s the right thing for you? David talks through different scenarios related to Roth conversions to see if it’s something that could benefit you.
Read MoreEpisode 53: Things Nobody Says To Their Financial Advisor
Financial advisors hear a lot of crazy things when it comes to managing money. But do you want to know what they never hear? Have you said any of these things to your advisor?
Read MoreEpisode #45: Are You Missing Out On Contributing To A Roth IRA?
Maybe you’ve heard differences between a Roth and traditional IRA in the past, but how do you determine if a Roth is right for you? What are the short-term vs. long-term benefits?
Read MoreEpisode #33: Should You Contribute To A Roth or Traditional IRA?
Are you trying to decide where you should contribute money toward retirement? Whether you are 20 or 60, David will talk through some of the things to consider before you decide between a Roth IRA or traditional IRA. The difference down the line is worth taking time to thoroughly consider now.
Read MoreEpisode #27: Social Security Is Taxable? Oops…
Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation. Discover how Security taxation could affect you in retirement.
Read MoreEpisode #14: The Double-Edged Sword
Most of your financial decisions will produce both positive and negative consequences. David examines the double-edged sword of investing.
Read MoreEpisode #5: Taxes In Retirement
If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.Â
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