Exposing the TRUTH About Roth vs Traditional Accounts | Financial Conversations

Video Description

If you want to know whether you should be using a Roth or Traditional Account watch this video! Be sure to go to Zacc's free Financial Education Platform here: https://www.thefinancialcall.com/guided-path Need help? Email me! [email protected] Visit our website: https://www.TheRetirementNerds.com Join our newsletter: https://theretirementnerds.com/newsletter/ ============================= This video is NOT sponsored. The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning. ============================= Send me a message! ============================= [email protected] ⏰ TIME CODES ⏰ 0:00 Bad Math Intro 0:45 New Financial Series 1:26 Be Aware, Not Afraid 3:53 Why an IRA? 6:29 3 Major Utensils 7:33 Roth vs Traditional Tax Status 11:30 Bad Math 13:23 Better Math 18:14 When to Choose Roth vs Traditional 25:30 Degrees of Freedom 30:45 4 Reasons Recap 31:41 Using Both Roth & Traditional 32:22 Contribution Rules 39:32 Spousal IRA 41:50 Marginal Tax Bracket Management 47:13 Why an Advisor vs Index Fund 52:23 Fear Tactics to Watch Out For 57:43 Talk vs Act 1:00:53 The Financial Call ============================= #rothira #90daysfromretirement #rothvstraditional #retirement #retirementplanning #retirementinvesting #retirementadvice #retirementincome #finance #financialfreedom Federal Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. Disclosure: This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.