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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Jul 30, 2018

By the end of 2016, there was $660 BILLION dollars in Roth IRAs. So, lots of people are getting this right.

Where you can get some of it wrong

1.It lets you put the money in after tax, so you don’t get to deduct the money from your income in the tax year. But, you get to take the money out tax free.

2.If you put money into a Roth, you can pull out your contributions at any time without taxes or penalties

3. You can withdraw from the Roth at any time to purchase a home

4. There’s no required minimum distribution from a Roth IRA

For more information, visit the show notes at http://bigpictureretirement.net/083

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