In this episode of the Retirement Plan Playbook, hosts Matthew Theal and Joshua Winterswyk from Evermont Wealth dive into the debate of Roth IRA vs. Traditional IRA. They begin with casual conversations about March Madness, and then transition into hot take headlines including potential TikTok bans and an antitrust suit against Apple.
The core of the episode is dedicated to unraveling the intricacies of Roth and Traditional IRAs, discussing their benefits, limitations, and suitability for different financial scenarios. The hosts also touch upon spousal contributions, the backdoor Roth IRA strategy, and present the new provision allowing 529 plans to be rolled over into Roth IRAs.
The episode concludes with personal recommendations, highlighting the benefits of a new golf club and recommending 'The Gentlemen' on Netflix.
01:28 March Madness and Bracket Bets
03:01 Hot Take Headlines: Federal Reserve and Interest Rates
06:39 Inflation Insights and Economic Theories
11:13 TikTok Ban Controversy: Security vs. Social Media
14:04 Apple's Antitrust Suit: A Tech Giant Under Scrutiny
16:44 The Impact of Apple on the Stock Market
17:28 Apple's Legal Battles and Potential Outcomes
18:43 Retirement Planning Corner: IRA vs. Roth IRA
23:23 The Traditional IRA: An Underutilized Tool
25:06 Navigating Non-Deductible IRA Contributions and Backdoor Roth IRAs
28:39 Maximizing Retirement Savings: Strategies Beyond the 401k
30:08 Final Thoughts and Recommendations
Connect with Evermont Wealth:
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Ep 40: 5 Reasons To Get A Business Valuation
Ep 39: Investment Lessons From 2020
Ep 38: Retirement In 2021
Ep 37: Election Wrap Up
Ep 36: Election FAQs
Ep 35: The Different Types Of Financial Advisors
Ep 34: Creating Your Estate Plan
Ep 33: The Post Pandemic Housing Market
Ep 32: Will The Stock Market Crash Before The Election?
Ep 31: Retirement Trends Over The Next 10 Years
Ep 30: 8 Ways To Sell Your Business
Ep 29: Is It Time For A New Financial Advisor?
Ep 28: Exit Planning
Ep 27: Do You Need Bonds in Your Retirement Portfolio?
Ep 26: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Ep 25: Recession Strategies For Your Retirement Account
Ep 24: The Long-Term Impact of COVID-19
Ep 23: CARES Act Part 2 - Business Owners
Ep 22: CARES Act Part 1 - Individuals
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