Published On Jul 19, 2023
There are eight things that everyone should know about Roth IRAs. In this episode, discover how a Roth IRA can potentially benefit you!
0:00 Intro
0:48 1: After Tax and Tax-Free Characteristics
4:31 2: High Income Earners Can Still Have a Roth IRA
5:52 3: Convert Funds From a Traditional IRA to a Roth IRA
7:40 4: Convert Money in Stages
10:10 5: Distribute Your Contribution Tax and Penalty-Free
11:07 6: Spousal Contribution
12:09 You Can Self-Direct
13:01 8: Leave a Legacy
14:23 When doing a SEP to Roth conversion, do I owe taxes on the full amount converted?
Correction:
4:12 Non-Taxable Account Growth
Check out our Roth IRA Guide to learn more:
https://www.trustetc.com/lp/self-dire...