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Simple IRA v. Roth IRA v. 403(b)

Simple IRA v. Roth IRA v. 403(b)

Quint and Allie talk about the best type of retirement plan to utilize.

Married Filing Separately and Roth IRAs

Married Filing Separately and Roth IRAs

Allie and Quint break down married filing separately on your taxes and when it can be a good idea.

Don't Make THIS Common Roth IRA Mistake

Don't Make THIS Common Roth IRA Mistake

Josh made a mistake. Knowing his impending sticky situation, he wrote us: "I over contributed to my Roth IRA this previous year (2024) due to making…

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts

#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are…

Real Estate in a Roth IRA

Real Estate in a Roth IRA

Daniel and Allie talk about having real estate in an IRA.

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…

Q&A: Buying Bitcoin at $100K, When to Close a Business, & HSA vs. Roth IRA

Q&A: Buying Bitcoin at $100K, When to Close a Business, & HSA vs. Roth IRA

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Open a Bond Account on⁠ ⁠⁠⁠⁠Public…

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp …

Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …

Q&A: How to Take Bitcoin Profits, Becoming a Full-Time Entrepreneur, & ETFs for the Roth IRA

Q&A: How to Take Bitcoin Profits, Becoming a Full-Time Entrepreneur, & ETFs for the Roth IRA

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! --- ⭐️ Open a Bond Account on ⁠⁠Public⁠⁠ to lock in your …

Should I Create a Roth IRA Conversion Ladder?

Should I Create a Roth IRA Conversion Ladder?

Laura answers a listener question about the Roth IRA conversation strategy and how it could be used to retire early.

Required Minimum Distributions (RMD) | Roth vs Traditional | How RMDs Affect Military Finances, Inherited IRAs #145

Required Minimum Distributions (RMD) | Roth vs Traditional | How RMDs Affect Military Finances, Inh…

Did you know Required Minimum Distributions (RMDs) will be a factor in your future that you may not be tracking?  If you have any traditional TSP or …

558: How to Start Investing for Retirement: 401(k), IRA, Roth?

558: How to Start Investing for Retirement: 401(k), IRA, Roth?

The IRA vs. 401(k). You’ve heard of these retirement accounts before, but do you know the difference between the two? Maybe you have a 401(k) at work…

Can I Start a Roth IRA for My Child?

Can I Start a Roth IRA for My Child?

Laura answers a listener's question about starting a Roth IRA for teenage children who work part-time jobs.

503 | Deep Dive: Roth IRA Conversion Ladder

503 | Deep Dive: Roth IRA Conversion Ladder

In this episode: Roth IRA conversion ladder, starting with the end in mind, investing for growth or stability, and retirement planning. While we have…

Q&A: Max My 401(k) or Roth IRA? Making $110K in the Military, & Should I Sell My Stocks?

Q&A: Max My 401(k) or Roth IRA? Making $110K in the Military, & Should I Sell My Stocks?

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! Do I max out my Roth IRA or my 401(k)? How do I best …

Roth IRA Basics

Roth IRA Basics

Quint and Allie talk about the basics of a Roth IRA and if you should use one.

Important Roth IRA Rules

Important Roth IRA Rules

Allie and Logan talk through BOTH 5 year rules for a Roth IRA.

DIY Money Jr - Custodial Roth IRA

DIY Money Jr - Custodial Roth IRA

Quint and Allie talk about opening a Roth IRA for kids and how beneficial they can be.

Earn 1 Million Credit Card Points without Annual Fees | Secret 25% Cash Back Cards | Using Rewards to Max Out Your Roth IRA #123

Earn 1 Million Credit Card Points without Annual Fees | Secret 25% Cash Back Cards | Using Rewards …

For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…