Artwork

Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

5 Things You Didn't Know About Your Roth IRA

37:52
 
Share
 

Manage episode 491929872 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

One thing that most people would agree on is that paying no taxes is a lot better than actually paying them. This makes the tax-free nature of Roth IRA withdrawals very attractive, as long as all of the specific rules are met.

Although the Roth was established more than 25 years ago, for many it still remains something of a mystery. You may have heard it's a good thing, but what should you know about the Roth IRA that you perhaps didn't know?

Knowledge, of course, is power. Find out 5 things you (probably) did not know about your Roth IRA from podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on today's episode of Managing Your Financial Future!

  continue reading

225 episodes

Artwork
iconShare
 
Manage episode 491929872 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

One thing that most people would agree on is that paying no taxes is a lot better than actually paying them. This makes the tax-free nature of Roth IRA withdrawals very attractive, as long as all of the specific rules are met.

Although the Roth was established more than 25 years ago, for many it still remains something of a mystery. You may have heard it's a good thing, but what should you know about the Roth IRA that you perhaps didn't know?

Knowledge, of course, is power. Find out 5 things you (probably) did not know about your Roth IRA from podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on today's episode of Managing Your Financial Future!

  continue reading

225 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play