Podcast Feed
WCI #146: The 5-Year Rule for Roth IRA Conversions
The 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between t…
White Coat Investor
02/20/2020
163R | Roth IRA Conversion Ladder Case Study
An updated case study of the Roth IRA conversion ladder and a challenge for the community are some of the topics that Brad and Jonathan tackle today.…
WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?
Should you raid your Roth IRA to pay off your student loans? No, I think raiding your Roth IRA for any reason is a bad decision. You only get so much…
White Coat Investor
01/23/2020
WCI #127: Understanding the Mega Backdoor Roth IRA
The Mega Backdoor Roth IRA allows you to contribute an additional amount into an Roth IRA due to the fact that some employer 401k plans allow after-t…
White Coat Investor
10/10/2019
604 401(k) vs. IRA - Should You Pick One or Have Both Retirement Accounts?
Not sure if you should use a 401(k) or an IRA? Money Girl tells you how to prioritize retirement accounts and what pitfalls to avoid when you contrib…
Money Girl
08/21/2019
136 | How To Fund Your Child's Roth IRA with the FI Tax Guy
A dive into taxes with Sean Mullaney, the FI Tax Guy, who talks about FI tax-efficient strategies and career paths in accounting. For more informatio…
595 - Can Minors and Seniors Have a Roth IRA?
A Roth IRA is one of the most flexible types of retirement accounts ... if you understand the rules. Here's what seniors and the parents of minors ne…
Money Girl
06/12/2019
Ask Paula: Traditional IRA vs. Roth IRA -- What Should I Choose?
#197: Should Bret invest in a Traditional IRA or a Roth IRA? If Amanda gets married, how will her child support be affected? What about her student …
Afford Anything
06/07/2019
Ask HTM - Side Hustle Apps, Multiple Roth IRAs, and Collecting Rent #088
This week on the pod we’re answering your questions! 1 - Is it possible to create a side hustle using the different grocery or exercise apps that pro…
How To Money
05/20/2019
The Beauty of the Roth IRA #083
We think it’s a great decision for almost everyone to invest in a Roth IRA. Second only to an employer matched 401k, a Roth IRA is very often the bes…
How To Money
05/01/2019
494 MG 4 Penalty-Free Ways to Use a Roth IRA Before Retirement
You probably know that using a Roth IRA to save for retirement is a smart move that also cuts your taxes. But what you may not know is that unlike ot…
Money Girl
05/01/2019
Lessons from the Tooth Fairy (plus an intro to alternative investment IRAs with Alto) DETAILS
In true Stacking Benjamins fashion today we're all about the Tooth Fairy. A new Delta Dental study shows that the Tooth Fairy is leaving less money f…
The Stacking Benjamins Show
03/22/2019
The Case Against Rolling Your Workplace Plan to an IRA
We're answering your letters today, but first, we'll tackle a headline about the case against rolling over your 401(k) plan to an IRA. Most of us hav…
The Stacking Benjamins Show
03/19/2019
571 - 5 Tips on Nondeductible IRAs and Taxable Accounts
Laura covers five tips for choosing the best types of retirement accounts for you and your family. Having more than one account is awesome, but the r…
Money Girl
12/05/2018
091R | Real Estate Inside an IRA
091R | An overview of how to own a house with an IRA, Jonathan attempts to optimize his recipes and shopping list, a list of the top 5 ChooseFI episo…
Traditional IRA vs Roth IRA: Which is Better?
What's the difference between a traditional (pre-tax) IRA and a Roth IRA? We have your answers in this week's short episode of The Money Guy Show. Wh…
Should I Choose a Roth vs. Traditional IRA and 401k for Early Retirement?
#128: Antonia, 27, wants to retire in 15 years. She's trying to figure out whether to contribute to pre-tax or after-tax retirement accounts. Most f…
Afford Anything
05/07/2018
Should I Invest In a Roth IRA (and more of your questions)
One of our most frequently asked questions revolves around the Roth IRA. Should I invest in it? How much should I invest? Why should I invest in a Ro…
The Stacking Benjamins Show
04/25/2018
530 - 7 Simple Reasons to Invest in a Roth IRA or Roth 401(k)
Roth accounts are a vastly underutilized and misunderstood way to save for retirement. Get the scoop on 7 ways you receive huge tax benefits, access …
Money Girl
02/07/2018
WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts
Dr. Dahle answers listeners' questions in this episode. He covers questions about SERPs, the new tax law, inherited IRAs, and gifts. At some point in…
White Coat Investor
02/01/2018