Roth 401K or Not? When Should I Switch?
from Retirement Answer Man Hosted by Roger Whitney
So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:03] Does it make sense to switch to a Roth 401K [13:55] An IRMAA surcharge question [18:18] Can you use the Rule of 55 for a Solo 401K? [20:36] A backdoor Roth question [26:22] A 5-year rule Roth IRA question [28:36] An organized Social Security question WISDOM FROM THOSE ON THE JOURNEY [31:31] What I wish I had known from Elaine [33:27] What a 70-year-old has learned about retirement TODAY’S SMART SPRINT SEGMENT [36:48] Relax and don’t worry about retirement Resources Mentioned In This Episode My recent Forbes article Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up...
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