In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover:

The Basics – Traditional Retirement Accounts (03:04)
The Basics – Roth Retirement Accounts (04:48)
Required Minimum Distributions, Withdrawals, and Penalties (06:16)
When To Use Each Type (13:16)
Planning Complexity (21:20)
Wrap Up (23:58)


Links:

Operation Retirement Readiness: www.operationretirementreadiness.com

Schedule a consultation with Amy: https://www.instarfp.com/contact

Schedule a consultation with Mike: https://nextmissionfinancialplanning.com/contact/


Disclaimer: This podcast represents the views of the hosts and any guests. It is for informational purposes only and should not be considered tax, financial, or legal advice. All information is regarded to be from reliable sources. The hosts are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional, individualized advice.

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