Rethink Your Money™
Exposing industry myths for truth seekers who are fed up with outdated, out-of-touch financial advice Latest Episode Featured Episodes All episodes Navigating Roth Conversions: the Good, the Bad and the…
Search Results for: roth ira
Integritas
…status? Should I contribute to a 401(k), IRA, or other? What is best for my taxes? How do I invest outside of my retirement accounts for maximum tax benefit? How…
Important Disclosure Information
…with a code of ethics. The CRPS program covers the types and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, nonprofit plans, 401(k) and 403(b)…
Rethink Your Money
What the Inflation Reduction Act Means for You
…with CPA coordination, estate planning with an attorney involved, strategic rebalancing, harvesting losses, Roth converting, and allowing for long term economic expansion and broadly owning long term a basket of…
Rethink Your Money
What Should Be in Your Financial Toolbox?
…and also with retirement accounts. If you’re married and you leave your IRA or 401(K) to your spouse, they can do a spousal rollover and they don’t have to start…
Down the Middle
The One Reason to Own Bonds
…people, “You put bonds in IRA where you don’t pay taxes. Put stocks in the taxable account. Well, a lot of stocks are paying higher dividends than bond yields now…
Down the Middle
Investors Gone Wild
…Peter: It’s tax time, people are looking at contributing if they haven’t already, to their 2020 IRA while you’re at it. Go ahead and fund if you’re able to, go…
Rethink Your Money
When Good Financial Intentions Backfire
…I get a better after tax outcome? Should my IRA own this account or not? You start to make smart decisions that we know add value, and they cannot subtract…
Rethink Your Money
The Financial Pinch of the Sandwich Generation
…rates, because all of your assets will be taxed once you’re in retirement. Ideally, you have some tax-exempt accounts, Roths, HSAs, you have some taxable investments where you only have…
