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Should Wealthy Taxpayers Make Roth Contributions?

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Manage episode 424529558 series 3469266
内容由David Dickens提供。所有播客内容(包括剧集、图形和播客描述)均由 David Dickens 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

If you’ve listened to David for long, you’ve heard his affinity for the Roth, but does that apply to everyone? When it comes to planning for retirement, high earners need to decide whether to contribute to a Roth account or a traditional IRA. But first, who is considered a high earner? And why does a Roth matter?

Here’s some of what we discuss in this episode:

  • The two ways to get money into a Roth.
  • How taxes make a big difference on the decision.
  • Why a Roth conversion can be a solid strategy.
  • Who this advice most commonly applies to.

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.

  continue reading

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Artwork
icon分享
 
Manage episode 424529558 series 3469266
内容由David Dickens提供。所有播客内容(包括剧集、图形和播客描述)均由 David Dickens 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

If you’ve listened to David for long, you’ve heard his affinity for the Roth, but does that apply to everyone? When it comes to planning for retirement, high earners need to decide whether to contribute to a Roth account or a traditional IRA. But first, who is considered a high earner? And why does a Roth matter?

Here’s some of what we discuss in this episode:

  • The two ways to get money into a Roth.
  • How taxes make a big difference on the decision.
  • Why a Roth conversion can be a solid strategy.
  • Who this advice most commonly applies to.

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.

  continue reading

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