363: Myths About the Traditional and Roth 401(k)/IRA - Part 2
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 12 May 2023
⏱️ 24 minutes
🧾️ Download transcript
Summary
This week's retirement reading is part 2 of our discussion on the post from FAmag.com titled, Similarities Between Roth IRAs And Non-Dividend Paying Stocks. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/363.
Show Notes: Howardbailey.com/363
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Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading
Transcript
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| 0:00.0 | 401k's IRAs, 4-3Bs, 47 plans, there's a good chance that you have one of those plans because |
| 0:07.9 | the majority of people as they step into retirement will have the majority of the retirement |
| 0:11.1 | assets tied up into a tax advantage retirement account and now you're looking for an exit strategy |
| 0:16.8 | or you're on your way to retirement and you're trying to figure out the best tax strategy for |
| 0:21.5 | yourself to maximize your bottom line. |
| 0:24.7 | That's what we're going to cover today, just like we did last Friday. |
| 0:28.3 | So if you didn't listen to our last episode, stop right now, go back, listen to part one of this |
| 0:34.7 | two-part series where we're covering the nine myths about IRAs in 401 case. |
| 0:49.3 | Welcome to the Retire with Purpose Podcast. My name's Casey Weed, and it is my mission to help you gain |
| 0:54.9 | clarity and purpose and elevate meaning in your life through personal and practical financial |
| 0:59.8 | strategies. We do that here on the podcast in two different ways, long-form interviews, as well as |
| 1:06.1 | the short-form podcast every Friday. Every other Monday, we release our long-form interviews with a world-class |
| 1:13.0 | guest from somewhere around the world on both financial and non-financial topics. And then every |
| 1:18.9 | Friday, Marshall Johnson and I, we like to get together and highlight one of our weekend reading |
| 1:24.2 | articles with you and dig a little bit deeper into those that we find most |
| 1:29.1 | interesting. What is weekend reading? Well, that is an email that you receive every single |
| 1:33.8 | Friday. Our team goes out and we do the research. We dig through hundreds of articles and drill |
| 1:39.2 | those down to four articles we believe can make the biggest impact on your bottom line, your financial |
| 1:45.0 | life in retirement and on your way to retirement. Summaries, breakdowns, takeaways, webinar |
| 1:51.7 | invitations, event invitations, book giveaways, all kinds of great stuff in there. |
| 1:56.8 | And one that I think our readers find most valuable is the opportunity to ask our world-class |
| 2:04.3 | guests your own unique questions. We give you a notification as a weekend reading subscriber |
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