5 Benefits of a Roth IRA in Retirement

Roth IRAs are powerful retirement accounts. You get to pay your tax now, let your investments grow tax-sheltered, and take from the account in retirement TAX-FREE! (The tax-free part depends on whether or not you meet the age 59.5 and 5 year requirements)

Having a Roth IRA in retirement will help you lower your tax bill in your retirement years and be a huge benefit when it comes to Social Security taxation or IRMAA (Medicare premium surcharges).

In this episode of Retirement Answers, I share 5 benefits of having a well-funded Roth IRA in retirement and how you can maximize the potential of your Roth IRA.

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!