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Roth IRAs and Conversions Explained (Part 1)

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Manage episode 379565417 series 2536126
Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial 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://podcastplayer.com/legal.

Today we’re joined by the one and only Dan Oaklief, RICP®, CPFA® to dive into the world of Roth IRAs. As we enter the fourth quarter, we have a lot of conversations about Roth IRAs and conversions this time of year. We thought it’d be the perfect time to break down key differences between the two and answer some common questions in a two-part episode.

Here’s some of what we discuss in this episode:

  • What is a Roth IRA?
  • What are the Roth contribution rules + limits in 2023?
  • What is a Roth conversion + the benefits of a Roth IRA and Roth conversion?

For more, visit us online: https://baschrock-fg.com/

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 379565417 series 2536126
Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial 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://podcastplayer.com/legal.

Today we’re joined by the one and only Dan Oaklief, RICP®, CPFA® to dive into the world of Roth IRAs. As we enter the fourth quarter, we have a lot of conversations about Roth IRAs and conversions this time of year. We thought it’d be the perfect time to break down key differences between the two and answer some common questions in a two-part episode.

Here’s some of what we discuss in this episode:

  • What is a Roth IRA?
  • What are the Roth contribution rules + limits in 2023?
  • What is a Roth conversion + the benefits of a Roth IRA and Roth conversion?

For more, visit us online: https://baschrock-fg.com/

  continue reading

135 episodes

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