In this episode of Getting Real, discover the 5 moves that could potentially help with your retirement checklist. Do not wait to get started as we are approaching the end of the year. Get started with WealthBridge now: ow.ly/VNaP50PNqIj
#retirement #retirementplan #investing
0:00 Intro
0:52 1: Maximizing IRA and employer-based plan contributions
2:12 2023 IRA contribution limits
4:30 2023 401(k) employee contribution limits
7:01 2: Analyze the benefits of moving from a tax-deferred IRA into a Roth IRA
11:18 3: Taking required minimum distributions (RMDs)
14:02 4: Review your death beneficiaries
15:59 5: Review your long-term and short-term investment strategy
18:45 If you roll over $100,000 from a Traditional 401(k) to a Roth, you would pay roughly $20,000 in taxes?
11 июл 2024
