Episode 40 - Larry’s Top 5 IRA Planning Strategies
March 27, 2019
You may be contributing regularly to an IRA, but do you have a strategy that can help boost your retirement savings?
Get ready to make better use of your IRA. In today’s episode, Larry Heller covers his top five IRA strategies: tax planning; stretching beneficiaries; doing Roth conversions; creating wealth for the next generation; and doing backdoor Roth conversions.
In this episode, you’ll learn:
- What the differences are between a regular IRA and a Roth IRA
- How age and income levels affect contribution limits
- A common beneficiary oversight that you don’t want to make
- Who can benefit from Roth conversions and why
- How to use Larry’s top five IRA strategies
- And more!
Tune in now and learn IRA tips that could help you hold onto more of your money!
Resources: Heller Wealth Management
