5 Costly Roth IRA Mistakes to Avoid | Your Life Simplified

Описание: A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year rule and contribution eligibility.

0:00 Intro
1:21 Missing Roth Opportunities
5:00 Cost-Basis
6:30 5-Year Rule
7:46 Backdoor Roth IRA
10:11 Contributing When Not Eligible
13:20 Outro & Disclosures

#retirement #rothira #investing

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
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