Max Out Your IRA The Right Way
Автор: Best Path Advisors
Загружено: 2025-04-07
Просмотров: 80
Описание:
Confused about how much you can contribute to your IRAs each year- especially if you have multiple accounts? In this video, Liz breaks down the rules for maximizing your IRA contributions without accidentally overdoing it. She clears up common misunderstandings, like whether you can max out contributions across multiple IRAs and how traditional and Roth IRAs interact under the contribution limits.
Liz also explains how the rules change if you're self-employed and using a SEP IRA, and highlights some helpful resources you can download to keep all your numbers straight. Don’t miss this quick conversation that will help you stay compliant while maximizing your retirement savings!
We’ll cover:
Total contribution limits across IRAs
Splitting contributions between Traditional and Roth
2024 & 2025 IRA limits, including catch-up rules if you're 50+
SEP IRA rules for self-employed individuals
0:00 – Intro
0:52 – 2024 and 2025 IRA limits
1:13 – Traditional vs Roth
1:47 – SEP IRA rules
2:32 – Liz’s checklists
#IRA #maximizeIRA #IRArules #bestpathadvisors
Best Path Advisors Guides and Checklists:
https://www.bestpathadvisors.com/free...
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