Get the Most from Your 401(k), IRA, and Roth
In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions explain how to coordinate your retirement savings across multiple accounts and strategies. They walk through how different vehicles—like 401(k)s, IRAs, Roth accounts, and taxable brokerage accounts—work together to create a balanced retirement plan. Sam and Linwood also discuss contribution limits, tax advantages, and how to avoid common pitfalls such as overlapping investments or leaving money on the table with employer matches.
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The skinny
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