Larry’s Top 5 IRA Planning Strategies (Ep. 40)
You may be contributing regularly to an IRA, but do you have a strategy that can help boost your retirement savings? Get ready to make better use of your IRA. In today’s episode, Larry Heller covers his top five IRA strategies: tax planning; stretching beneficiaries; doing Roth conversions; creating wealth for the next generation; and doing backdoor Roth conversions. In this episode, you’ll learn: What the differences are between a regular IRA and a Roth IRA How age and income levels affect contribution limits A common beneficiary oversight that you don’t want to make Who can benefit from…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.