Should People in High Tax Brackets Save in Roth Retirement Accounts? - 328
Your Money, Your Wealth - Podcast autorstwa Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Wtorki
Kategorie:
Roth 401(k) contributions and "Megatron" (er, mega backdoor) Roth contributions for highly compensated employees, and the Roth conversion strategy of filling the tax bracket. Plus, moving a pension to an investment plan, owning real estate in a self-directed IRA, paying off the mortgage vs. refinancing your house, spousal vs. survivor Social Security benefits, and rolling a whole life insurance policy to a variable annuity. Access the YMYW podcast show notes and Ask Joe & Al on air: https://bit.ly/YMYW-328
