Roth 401K or Not? When Should I Switch?

Retirement Answer Man

内容由Roger Whitney and RMA提供。所有播客内容（包括剧集、图形和播客描述）均由 Roger Whitney and RMA 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。

3M ago 38:10

MP3•单集首页

So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K.

Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS

[2:03] Does it make sense to switch to a Roth 401K
[13:55] An IRMAA surcharge question
[18:18] Can you use the Rule of 55 for a Solo 401K?
[20:36] A backdoor Roth question
[26:22] A 5-year rule Roth IRA question
[28:36] An organized Social Security question

WISDOM FROM THOSE ON THE JOURNEY

[31:31] What I wish I had known from Elaine
[33:27] What a 70-year-old has learned about retirement

TODAY’S SMART SPRINT SEGMENT

[36:48] Relax and don’t worry about retirement

Resources Mentioned In This Episode
My recent Forbes article
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

572集单集

#Personal Finances #Lifestyle #Trading #Careerplanning #Financialplanning #Investing #Investmentmanagement #Lifeplanning #Retirement #Retirementplanning #Retirementpodcast #Roger Whitney #RMA #Saving #Self-Improvement #Business #Podcasting Education