Life Unlimited with Larry Heller, CFP(R)

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

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