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Pure’s Director of Education, Kathryn Bowie, CFP®, AFC®, breaks down the essentials of IRA planning and shares strategies to help you grow and protect your retirement savings. Outline 0:00 — Introduction & Overview 0:29 — Retirement Account Basics & Contribution Limits 2:53 — The Three Tax Environments 10:23 — Traditional vs. Roth IRA Differences 17:06 — Roth Conversion Strategy 19:59 — Savings Strategies by Life Stage 33:28 — Tax Reduction Strategies & RMD Planning 37:46 — Common Mistakes & Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®, AFC®: Retire Smarter: IRA Strategies to Maximize Your Savings. Welcome, […]
Roth retirement accounts provide tax-free growth on your investments for life, but the rules and strategies can be extensive – and complicated! It’s important that you understand them thoroughly before you begin making contributions, conversions, or withdrawals. Sign up for The Complete Roth Papers Package and you’ll receive: The Roth Basics Guide: eligibility, income limits, […]
Kristin Wong (author, Get Money, columnist, Joint Accounts @ Medium.com) explains how communication, specificity, and gamification can improve your financial life. Joe and Big Al answer money questions: should you increase your Roth 457 contribution when your spouse wants to retire 8 years before you? Does a SEP IRA have the same protections as a 401(k)? […]
There isn’t a one-size-fits-all retirement plan, so knowing when you have saved enough to retire comfortably can be tricky. Recent studies show most older workers are falling far short of the money they need to retire and maintain their current lifestyle. Financial experts Joe Anderson and Alan Clopine help you determine if you are on […]
