The Hidden Strategy to Maximize Your Retirement Wealth
May 19, 2023 ·
24m 24s
On this episode of Your Telecom Retirement, I unveil a little-known approach to maximizing your retirement wealth using Roth IRAs and Roth 401(k)s. Based on my 30 years of experience...
show more
On this episode of Your Telecom Retirement, I unveil a little-known approach to maximizing your retirement wealth using Roth IRAs and Roth 401(k)s.
Based on my 30 years of experience in retirement planning specific to telecom employees, I'll guide you through managing distributions effectively for a tax-free retirement.
Join me as I share my insights on the five-year rule, navigating tax brackets, using Roth accounts as a "slush fund," and incorporating Roth accounts into your estate planning strategy.
Tune in and discover the hidden strategy that could transform your retirement savings!
In this value-packed episode, you'll discover:
🎯 03:26 - The crucial five-year rule for Roth accounts and why it matters in your retirement planning
💼 07:35 - How understanding tax brackets can help you make informed decisions about Roth account withdrawals
💰 12:19 - The benefits of using a Roth account as a "slush fund" for significant expenses during retirement
📝 16:42 - Estate planning with Roth accounts: Maximizing wealth for your heirs and minimizing tax implications
🧠 24:02 - The importance of knowing your retirement numbers and working with a financial advisor to plan for the future
Ready to unlock the secrets of Roth distributions and maximize your retirement wealth? Hit the play button and let's dive in!
EPISODE LINKS
How To Prepare For a Recession
Retirement in 1993 versus today –– the new reality
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
show less
Based on my 30 years of experience in retirement planning specific to telecom employees, I'll guide you through managing distributions effectively for a tax-free retirement.
Join me as I share my insights on the five-year rule, navigating tax brackets, using Roth accounts as a "slush fund," and incorporating Roth accounts into your estate planning strategy.
Tune in and discover the hidden strategy that could transform your retirement savings!
In this value-packed episode, you'll discover:
🎯 03:26 - The crucial five-year rule for Roth accounts and why it matters in your retirement planning
💼 07:35 - How understanding tax brackets can help you make informed decisions about Roth account withdrawals
💰 12:19 - The benefits of using a Roth account as a "slush fund" for significant expenses during retirement
📝 16:42 - Estate planning with Roth accounts: Maximizing wealth for your heirs and minimizing tax implications
🧠 24:02 - The importance of knowing your retirement numbers and working with a financial advisor to plan for the future
Ready to unlock the secrets of Roth distributions and maximize your retirement wealth? Hit the play button and let's dive in!
EPISODE LINKS
How To Prepare For a Recession
Retirement in 1993 versus today –– the new reality
You can download a free digital copy of Dennis' book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin
ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!
Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.
Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.
Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/
Visit Dennis’ website: https://www.successfulmoney.com/
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