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Roth IRA: How to Avoid Too Much of a Good Thing

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Manage episode 423298620 series 3513955
Content provided by Peter Donisanu. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Donisanu 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.

Having too much of a good thing can leave you worse off than when you started.

The same is true for putting all your extra savings in a Roth IRA. This is especially true if you plan to retire early, start a business or invest in rental properties.

That’s why this week, I’m discussing the pitfalls of over-optimizing for tax-efficiency at the expense of future liquidity and what you can do to avoid having too much of a good thing.

Read this article at https://legacygenone.com

Learn more at https://linktr.ee/genonelegacy

Be sure to follow me on Twitter & Instagram: @genonelegacy

  continue reading

122 episodes

Artwork
iconShare
 
Manage episode 423298620 series 3513955
Content provided by Peter Donisanu. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Donisanu 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.

Having too much of a good thing can leave you worse off than when you started.

The same is true for putting all your extra savings in a Roth IRA. This is especially true if you plan to retire early, start a business or invest in rental properties.

That’s why this week, I’m discussing the pitfalls of over-optimizing for tax-efficiency at the expense of future liquidity and what you can do to avoid having too much of a good thing.

Read this article at https://legacygenone.com

Learn more at https://linktr.ee/genonelegacy

Be sure to follow me on Twitter & Instagram: @genonelegacy

  continue reading

122 episodes

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