401(k), IRAs, Roths and other retirement vehicles
☆
☆
☆
☆
☆
“Love the show. One of my new favorites. Lots of great economic and market data, but for those of us working for companies with retirement plans in which we participate, it would be nice to dedicate a show to discussing such.
Some plans include pretax, after tax, and Roth options. It would help many of us to understand the contribution limits and benefits/disadvantages and tax implications related to these options. For example, one can only contribute to a Roth if they make less than $X, yet there is the option to roll your 401 into a Roth. How is that? What are the rules around that and is it worth doing? The 401 is limited to index funds and the investment strategies all look very similar. They seem to all invest in the same companies. We have limited choices. Is it better to take advantage of company matching programs tied to the 401 and then invest the rest in an IRA where one can actually invest in similar indices, yet have the added option to invest in companies, etc.?
I think a series of episodes dedicated to this would bring great ratings.
Thanks for your podcast and consideration.
Robert
Houston”
Fast Donkey via Apple Podcasts ·
United States of America ·
04/03/23
More reviews of Wealthion
☆
☆
☆
☆
☆
“To trade the market as it is in reality, not what ‘should’ affect markets but the factors that are most likely, Lance Roberts is the best. A privilege to the hear the insights and logic of someone who trades through all markets. His experience shines through. He stays steady and gets gets it...”Read full review »
Normalll via Apple Podcasts ·
Great Britain ·
10/08/23
☆
☆
☆
☆
☆
“Impressive guests, thoughtfully interviewed by Adam - this has quickly become one of my favorite podcasts.”
Axlebender via Apple Podcasts ·
United States of America ·
04/10/22
☆
☆
☆
☆
☆
“Adam, thanks so much for what you are doing. Great content, guests and approach to interview experts! Really enjoy listening to your channel. Best wishes from Germany,”
Reini888 via Apple Podcasts ·
Germany ·
07/21/22
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
Listen now
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
