• Episode #20 - Where to stash some retirement cash: The Roth IRA

  • 2022/04/07
  • 再生時間： 2 時間 7 分
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Episode #20 - Where to stash some retirement cash: The Roth IRA

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  • In Episode 20, we're talking about where to stash some retirement cash with Don Martini, CFP®, CFA of Envision Financial Planning, a firm based in San Francisco, CA. The Roth IRA is a great little investment vehicle for retirement savings because of the tax-free benefits. We dive into all the details of:Contribution limits for 2021 & 2022Income Contribution Limits & PhaseoutsRequired Minimum Distributions (RMDs) and the tax impactsMinimizing FeesInvestment OptionsBackdoor Roth IRAsand where to open onePer usual, before we dive in we enjoy some fluff with Don as he shares his world travel adventures, and what we wanted to be growing up. To skip the fluff go to the 41:35 mark.RESOURCES:Full House houseThe Rock (movie) Oracle ParkCam Gallagher Catcher for the Kansas City RoyalsRSUs (Restricted Stock Units)Yellowstone (tv show)Stranger Things (tv show)Ozark (tv show)Ted Lasso (tv show)Yosemite National Park Mickey Mantle Machu PicchuDon's Walk-up Song - “Song 2” by Blur  (confirmed after recording; great choice!)Kyle Walk-up Song - “Forever Young” by Bob Dylan Episode # 17 “What Should you do with that old 401k?” w/ Ethan Hutcheson, AAMS®What is a Roth IRA [Investopedia] Roth IRAs [IRS]Individual Retirement Arrangements (IRAs) [IRS] 
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In Episode 20, we're talking about where to stash some retirement cash with Don Martini, CFP®, CFA of Envision Financial Planning, a firm based in San Francisco, CA. The Roth IRA is a great little investment vehicle for retirement savings because of the tax-free benefits. We dive into all the details of:Contribution limits for 2021 & 2022Income Contribution Limits & PhaseoutsRequired Minimum Distributions (RMDs) and the tax impactsMinimizing FeesInvestment OptionsBackdoor Roth IRAsand where to open onePer usual, before we dive in we enjoy some fluff with Don as he shares his world travel adventures, and what we wanted to be growing up. To skip the fluff go to the 41:35 mark.RESOURCES:Full House houseThe Rock (movie) Oracle ParkCam Gallagher Catcher for the Kansas City RoyalsRSUs (Restricted Stock Units)Yellowstone (tv show)Stranger Things (tv show)Ozark (tv show)Ted Lasso (tv show)Yosemite National Park Mickey Mantle Machu PicchuDon's Walk-up Song - “Song 2” by Blur  (confirmed after recording; great choice!)Kyle Walk-up Song - “Forever Young” by Bob Dylan Episode # 17 “What Should you do with that old 401k?” w/ Ethan Hutcheson, AAMS®What is a Roth IRA [Investopedia] Roth IRAs [IRS]Individual Retirement Arrangements (IRAs) [IRS] 
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