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Retirement Answer Man
Trailer
Bonus
Episode 494
Season 1
The Roth Opportunity
If you’ve been wondering how Roth IRAs work in retirement you’ve come to the right place. All this month we’ll be exploring Roth IRAs–how they work, the 5-year rule, and the differences between Roth conversions and contributions and Roth IRAs and Roth 401Ks.
My goal with this series is to level the playing field so that you can understand the opportunities that Roths provide. On this episode, you’ll learn how you can use a Roth to enhance your retirement. If you are ready to start optimizing your retirement press play. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN BOOKS I READ LAST MONTH
- [2:10] What I’ve been reading and how I read
PRACTICAL PLANNING SEGMENT
- [12:35] Roth accounts in retirement
- [16:16] What Roths are
- [20:56] Roth planning opportunities
LISTENER QUESTIONS
- [32:45] A tip for using the detailed calculator on SSA.gov
- [33:52] How to search for a financial advisor
- [37:17] On consolidating your IRAs
- [42:26] Can Kelly roll over her 401K to a Roth IRA or is there a better option?
BRING IT ON WITH DR. BOBBY DUBOIS
- [50:12] How to implement the tools Dr. Dubois gives us
- [52:32] Assessing your energy levels
- [59:22] How to start improving your energy
- [1:04:39] How to improve the mind-body connection
- [1:12:46] How to experiment on yourself
TODAY’S SMART SPRINT SEGMENT
- [1:14:10] Update your net worth statement and your cash flow statement so you can plan the rest of the year
Resources Mentioned In This Episode
Episode 487 - The 8 Pillars Of Rocking Retirement: Financial - Resilience And Optimization
The Detailed calculator on SSA.gov not My SSA.gov
Catching Up to FI Podcast
BOOK - Call Sign Chaos by Jim Mattis
BOOK - Fooled by Randomness by Nassim Nicholas Taleb
BOOK - The Alter Ego Effect by Todd Herman
Obsidian note taking app
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center
Episode 487 - The 8 Pillars Of Rocking Retirement: Financial - Resilience And Optimization
The Detailed calculator on SSA.gov not My SSA.gov
Catching Up to FI Podcast
BOOK - Call Sign Chaos by Jim Mattis
BOOK - Fooled by Randomness by Nassim Nicholas Taleb
BOOK - The Alter Ego Effect by Todd Herman
Obsidian note taking app
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center