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If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you money in taxes or mistakes that can impact your intended beneficiaries.

Submit questions to the show at Retire@theoremwm.com

– Johnathan Rankin CRPC® CEPA®, Founder & CEO
– Melissa Rankin – Wealth Management Advisor
– Theorem Wealth Management, Financial Advisor Dallas Texas
– Retire Once Show – 2022 Retirement Podcast Series
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CHAPTERS
0:00 – Introduction
1:25 – Beneficiary Mistakes
4:01 – Inherited IRA Advice
6:08 – Timing IRA Contributions
7:55 – Roth vs Traditional
9:27 – NonDeductable Contributions
10:34 – Ignoring NUA
12:50 – Tax Mistakes
14:41 – RMD Mistakes
16:09 – IRA Investment Mistakes
17:40 – Halting Contributions
19:37 – Ignoring Asset Locations
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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