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Description

In this show, Mike and Amy continue discussing Traditional and Roth Retirement Accounts looking at some scenarios when they might be best used: Mike and Amy cover:

Roth Vs Traditional Retirement Accounts (01:44)
Scenario #1 – Roth vs Traditional – Early military career (03:55)
Scenario #2 – Roth vs Traditional – Post Retirement Second Career (04:55)
Roth Income Limits & Backdoor Roths (09:09)
Roth Conversions (18:18)
Amy & Mike’s Preferred Accounts (25:49)

Links:

Operation Retirement Readiness: www.operationretirementreadiness.com

Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/

Schedule a consultation with Amy: https://www.instarfp.com/contact

Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.