Is 60 Too Late to Fund a Roth IRA?
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- Опубліковано 20 тра 2024
- When you reach age 60, is it too late for you to contribute to a Roth IRA?
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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. - Розваги
Wouldn’t widow taxes and legacy planning be other good reasons for Roth consideration?
"I don't trust congress" LOL Preach brother! Neither do the rest of us
If you have money sitting in taxable account and have earned income at 60 and beyond. No brainer fund your Roth and get tax free growth!
just opened his and her Roth's past couple of weeks. maxed 8k in wife's even though she isn't working I have wages to cover :)
Thanks for your content