Retirement Revolution: Investment Tips From 401(k) to Roth IRA episode artwork

EPISODE · Mar 28, 2024 · 36 MIN

Retirement Revolution: Investment Tips From 401(k) to Roth IRA

from Wealthion - Be Financially Resilient · host Wealthion

Join us this week as Andrew Brill speaks with financial guru Brandy Maben of WindRock Wealth Management, to reveal the secrets to maximizing your retirement savings and outsmarting the market.  Whether you're just starting or looking to optimize your current retirement plan, this episode is packed with insider tips on solo 401(k)s, Roth IRAs, and investment strategies that could triple your wealth.  Discover how to make your money work for you, understand the importance of Roth conversions, and learn about investment opportunities beyond the stock market. Don't let complexity hold you back from financial freedom—start building a wealthier, more secure future today! Read more of Brandy's tips on how to turbocharge your retirement planning here: https://windrockwealth.com/four-ways-to-turbocharge-your-retirement-planning/ Timestamps 0:00 - Introduction  2:57 - The Power of Solo 401(k)s and Maximizing Your Contributions 8:00 - Understanding Roth IRAs and Their Tax Benefits 13:28 - Diversified Investments: Beyond Stocks and Bonds 18:31 - Planning for Retirement: Mega Roth Conversions Explained 22:14 - Defining Benefit Plans vs. 401(k)s and SEPs 33:27 - Closing Thoughts and How to Seek Financial Advice Learn more about your ad choices. Visit megaphone.fm/adchoices

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Retirement Revolution: Investment Tips From 401(k) to Roth IRA

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