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What Is the Ideal Mix Between Before and After Tax Retirement Accounts? episode artwork

EPISODE · Sep 20, 2023 · 27 MIN

What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

from Retirement Answer Man · host Roger Whitney and Kevin Lyles

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer having to keep up with the Joneses. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:05] What is the ideal mix between before and after-tax retirement accounts?[6:46] What to do about a fee-heavy investment account[11:00] Finding a financial planner[12:09] The impact on energy levels[13:58] Saving for kids’ education[18:17] How to open a Roth with a high-incomeBRING IT ON [21:05] Keeping up with the JonesesTODAY’S SMART SPRINT SEGMENT [26:08] Check the way you compare yourself to othersResources Mentioned In This Episode Andy Panko’s advisor referral listGarrett Planning NetworkNAPFA BOOK - Outlive by Peter AttiaRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

What this episode covers

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you.  Check out this episode to...

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Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 27 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on September 20, 2023.

What is this episode about?

Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. Check out this episode to listen...

Can I download this Retirement Answer Man episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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