WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 26 October 2023
⏱️ 25 minutes
🧾️ Download transcript
Summary
Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how to rebalance it, and we talk about if it makes sense to do Roth contributions in your peak earnings years if you plan to retire early and we answer a question about if it is ever a good idea to over fund a Roth IRA. These questions and more are answered on our episode this week.
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the White Coat get a fair |
| 0:04.8 | shake on Wall Street. We've been helping doctors and other high-income professionals stop doing |
| 0:09.6 | dumb things with their money since 2011. This is White Coat Investor Podcast number 338. |
| 0:19.4 | Can your exploring career options consider low-com tenants for the sheer number and variety of |
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| 0:49.2 | All right, welcome back to the podcast. It has been podcast marathon this morning here at White |
| 0:54.0 | Coat Investor Headquarters. This is the sixth podcast we've recorded today, which is pretty good |
| 1:00.0 | considering I'm on two days in between canyoneering trips. Just got back from one leaving for another |
| 1:04.6 | one tonight. While you're out there working hard, I'm canyoneering, so sorry about that, but thank |
| 1:10.8 | you for what you do. It does matter. I stopped by the ER last night and needed to get an X-ray. I'm one |
| 1:16.3 | of my kids who got checked from behind. Buckley turned out to be fine, but you know, it's true. This |
| 1:23.2 | goes on. Even when we're on vacation or trips or adventuring, you know, the medical system continues |
| 1:29.7 | to function and I thank you for that. All right, we've got something special just for you podcast |
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| 1:50.5 | through October 28th. You go to whitecoatinvestor.com slash store and use the code t-shirt because it's |
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