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Episode 012: Traditional Vs Roth Retirement Accounts

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Manage episode 422209494 series 3540814
Content provided by Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover: The Basics – Traditional Retirement Accounts (03:04) The Basics – Roth Retirement Accounts (04:48) Required Minimum Distributions, Withdrawals, and Penalties (06:16) When To Use Each Type (13:16) Planning Complexity (21:20) Wrap Up (23:58) Links: Operation Retirement Readiness: www.operationretirementreadiness.com Schedule a consultation with Amy: https://www.instarfp.com/contact Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/ Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.

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16 episodes

Artwork
iconShare
 
Manage episode 422209494 series 3540814
Content provided by Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Hunsberger & Amy King, Mike Hunsberger, and Amp; Amy King or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover: The Basics – Traditional Retirement Accounts (03:04) The Basics – Roth Retirement Accounts (04:48) Required Minimum Distributions, Withdrawals, and Penalties (06:16) When To Use Each Type (13:16) Planning Complexity (21:20) Wrap Up (23:58) Links: Operation Retirement Readiness: www.operationretirementreadiness.com Schedule a consultation with Amy: https://www.instarfp.com/contact Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/ Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.

  continue reading

16 episodes

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