Financial Myth: Everyone Should Invest in Roths

Ditch the Suits - Your Money, Your Life

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In this episode, we discuss the myth that Roth IRAs are right for everyone.
We explain what a Roth is and how it differs from a traditional IRA. We also discuss the different ways to access a Roth, including Roth 401(k)s, backdoor Roths, and Roth conversions.
Our conversation emphasizes the importance of understanding tax brackets and how they can impact the decision to contribute to a Roth. Lastly, we highlight the benefits of Roth IRAs for retirees and the flexibility they offer in managing taxes in retirement.

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.

Capitoli

1. Financial Myth: Everyone Should Invest in Roths (00:00:00)

2. Understanding Roth IRA Options (00:00:07)

3. Roth IRA and Tax Bracket Planning (00:12:18)

4. Understanding Roth IRA Myth Busting (00:23:02)