EPISODE · Apr 11, 2018 · 51 MIN
Evaluating Your Investment Style…
from Money On Tap · host Ben Brayshaw & Seth Krussman
Maybe It’s Time For An Investment Makeover!!The post Evaluating Your Investment Style… appeared first on Money On Tap.Is it too late to fix my retirement at 50?No — the 50s are the catch-up years by design. Catch-up provisions let you contribute above the standard limits to 401(k)s and IRAs, the HSA offers triple tax advantages for future healthcare costs, and a backdoor Roth can build a tax-free bucket even if your income is too high for direct contributions. Pair those with a segmented "bucket" strategy — instead of retreating to CDs and cash — and most late starts can still be rescued. The first step is knowing your income need, not chasing a number.
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Evaluating Your Investment Style…
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