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In this video, Colin Exelby, CFP® explains the Roth IRA Five Year Rules for both contributions and conversions. You will learn what they both mean, how they affect you and see specific examples. We’ll also cover exceptions that allow penalty-free withdrawals for specific life events, ensuring you...
Check out the latest developments in my Roth IRA at tastyworks. My strategy is simple: I’m holding shares of SPY and selling covered calls against it. My goal is to beat the market, collect premium to buy more shares, and never have my shares called away. If you’re curious, just after I recorded...
Should You Max Out Your Roth IRA or HSA? Subscribe today to stay up to date with our latest shows and highlight videos: Our professional focus is on financial planning and investment management, and we leverage our knowledge for your benefit. We help you focus on the things you can control and...
Roth Conversions can be a great tax strategy to implement, but when should you do it? When is it best for your individual situation? Timestamps: 00:00 - Intro 0:56 - IRA v. Roth IRA 1:48 - What is a Roth Conversion? 2:16 - When Should I Do a Roth Conversion? 3:12 - 3 Times To Do a Roth Conversion...
PayPal co-founder Peter Thiel has managed to grow a tax-free retirement account worth less than $2,000 in 1999 to $5 billion today. The same rules apply to you in your ability to leverage investing power to build wealth. Let's talk about it. ___________________ Become a patron |...
