Скачать с ютуб Rock Your в хорошем качестве

Rock Your

One of the most powerful retirement tools that Congress has ever given taxpayers is the Roth, but not everyone is taking advantage of its big tax benefits. Many say they don’t even know investing in Roth is an option, much less how to maximize its advantages. Whether your workplace has the Roth option or not, Joe Anderson, CFP®, and Big Al Clopine, CPA empower you with the information you need to rock your retirement with Roth. Important Points: 00:00 - Intro 01:55 - Overview Roth Fundamentals: 04:15 - Eligibility for Contributions 05:03 - No Tax or Penalty on Principal Withdrawals 06:35 - IRA Tax Consequences Exceptions 07:29 - The 5-Year Roth Clocks: Roth IRA Five-Year Rule for Withdrawals 08:32 - Download the Ultimate Guide to Roth IRAs for free: https://purefinancial.com/white-paper... 10:20 - Is Roth Right For You? 14:07 - Rising RMD Impacts and Roth Conversion Impact on RMDs 18:08 - Roth Maximizers: Invest Early Backdoor Roth Mega Backdoor Roth 21:14 - Ask the Experts 22:40 - Pure Takeaway Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-jo... Subscribe to our YouTube channel: http://bit.ly/YMYW-YouTube Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. #RothIRA #BackdoorRoth #RothConversion