Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.
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Roth Conversions and the 5-Year Rule (Explained!)
Manage episode 405132935 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.
Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation?
Subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule.
👉 Click here to join the newsletter!
***
TODAY'S EPISODE:
The "Trump-era tax cuts" are set to expire in 2026.
In other words, retirement savers only have two more years to take advantage of today's lower tax rates.
One of the popular strategies to do this is through (aggressive) Roth conversions.
As a result, I’ve had more questions than ever about the wildly confusing “Roth IRA 5-year rule"...
...specifically as it relates to Roth conversions.
To help simplify this rule, I'm sharing TWO simple questions you can answer to understand how the rule works.
I'm also sharing several real-life examples + my thoughts on what an election year might mean for the Tax Cuts and Jobs Act (TCJA).
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
202 episodes
Share
Manage episode 405132935 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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.
Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation?
Subscribe to the Stay Wealthy Retirement Newsletter.
As a thank you, you'll receive my one-page flowchart (PDF) for navigating this confusing rule.
👉 Click here to join the newsletter!
***
TODAY'S EPISODE:
The "Trump-era tax cuts" are set to expire in 2026.
In other words, retirement savers only have two more years to take advantage of today's lower tax rates.
One of the popular strategies to do this is through (aggressive) Roth conversions.
As a result, I’ve had more questions than ever about the wildly confusing “Roth IRA 5-year rule"...
...specifically as it relates to Roth conversions.
To help simplify this rule, I'm sharing TWO simple questions you can answer to understand how the rule works.
I'm also sharing several real-life examples + my thoughts on what an election year might mean for the Tax Cuts and Jobs Act (TCJA).
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
202 episodes
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Similar to Stay Wealthy Retirement Podcast
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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