In this episode, we cover some of the basic differences between Roth IRAs and Traditional IRAs. We then provide a number of scenarios of relevance to entrepreneurs and explore which type of individual retirement account performs better under the given circumstances.

What You'll Learn in This Episode
● The basic tax advantages of the Roth IRA vs. the Traditional IRA
● The timing of taxation for each type of retirement account
● Which type of retirement account provides better access to cash
● Which retirement account avoids required minimum distributions
● Which retirement account is better for wealth transfer
● Which retirement account is a better fit for investments with high returns
● Which retirement account lowers taxes in the year the contribution is made

Key Words
  • Traditional IRA
  • Roth IRA
  • required minimum distributions
  • liquidity
  • wealth transfer strategies / estate planning
  • alternative investments
  • self directing
  • custodians

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        WB03 | Part 2/3 Back to Basics: Roth vs. Traditional IRA

          December 17, 2019
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