When to (and not to) Fund a Roth
Want to get in touch? Send us a text!In this episode, Travis and Steve discuss when to fund a Roth IRA and when not to. They emphasize the importance of understanding net earnings and the framework of financial projections. They explain the difference between a Roth IRA and a traditional IRA, highlighting the tax benefits and implications of each. They also discuss asset location and how it can optimize tax efficiency. The key takeaway is that financial planning should consider...