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Let’s Answer Some IRA Frequently Asked Questions
Manage episode 407397497 series 3560500
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It’s probably no surprise that we get a lot of questions about the IRA as people use this type of account and try to figure out how to get the most out of their contributions. In this episode, Victor to answer some of the IRA FAQs that you might have like traditional versus Roth, conversions and rollovers, and changes from the SECURE Act. Like any other retirement account you might have, we always want to make sure you completely understand what you’re investing in and the best way to take advantage of that tool.
Here is some of what we’ll discuss in this episode:
- What kind of return should I expect from my IRA? (1:21)
- Choosing between a traditional and a Roth IRA. (2:53)
- When does a Roth conversion makes sense for someone? (5:32)
- Rolling over an old 401(k) to an IRA. (8:59)
- The changes you need to know from SECURE Act and SECURE Act 2.0. (11:28)
- Why you should take the retirement quiz on our website. (14:42)
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
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