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The Beauty of the Roth IRA #083

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…

494 MG 4 Penalty-Free Ways to Use a Roth IRA Before Retirement

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…

Lessons from the Tooth Fairy (plus an intro to alternative investment IRAs with Alto) DETAILS

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 Case Against Rolling Your Workplace Plan to an IRA
IRA

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…

571 - 5 Tips on Nondeductible IRAs and Taxable Accounts
IRA

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…

091R | Real Estate Inside an IRA

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?

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?

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…

Should I Invest In a Roth IRA (and more of your questions)

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…

530 - 7 Simple Reasons to Invest in a Roth IRA or Roth 401(k)

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 …

WCI #39: Five Questions on SERPs, New Tax Law, Inherited IRAs, and Gifts

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…

Should I Move My 401k to a Roth IRA? (Your Letters)

Should I Move My 401k to a Roth IRA? (Your Letters)

You have money in an old 401k and would prefer to have that money in your Roth IRA. Should you make that move? How do you accomplish that goal? That'…

507 MG How to Open an IRA—Understand Eligibility, Rollovers, and Early Retirement

507 MG How to Open an IRA—Understand Eligibility, Rollovers, and Early Retirement

Retirement accounts can be the best way to secure your future--but the rules can be confusing. Laura answers four IRA questions about who's eligible,…

028 | Order of Operations | The Buckets | The Roth IRA

028 | Order of Operations | The Buckets | The Roth IRA

028 | In today's podcast we discuss the four different "buckets" available to savers plus an in-depth look at the Roth IRA and the 'Backdoor Roth.' I…

493 MG How to Make Kids Rich by Investing in an IRA

493 MG How to Make Kids Rich by Investing in an IRA

Ever wanted to make sure your kid would end up rich? The secret to having a secure future or paying for college could be setting him or her up with a…

017R | The Roth IRA Conversion Ladder | A Case Study

017R | The Roth IRA Conversion Ladder | A Case Study

017R | In Today’s Podcast we cover: Friday Roundup # 6 This is our 23rd episode and providing a home for the FIRE community Thank you for our 50th re…

492 MG Can You Contribute to a 401k and an IRA in the Same Year?

492 MG Can You Contribute to a 401k and an IRA in the Same Year?

Taking advantage of a retirement plan at work and an IRA is a smart way to cut taxes and save more money for the future. But having multiple accounts…

WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them

WCI #7: Backdoor Roth IRAs and Why You Should Be Funding Them

Backdoor Roth IRAs and Why You Should Be Funding Them. If you have no idea what a Backdoor Roth IRA is, listen to this podcast. Seriously. You need t…

WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan

WCI #4: The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan

The Stealth IRA: A Health Savings Account May Be Your Best Retirement Plan Dr. Dahle teaches you everything you need to know about a Health Savings A…