496 | Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp
1Description
In this episode: roth versus traditional IRA, second generation FI, FI and newlyweds, and retirement planning optimization.
This week we are diving back into the listener Mail Bag with our returning guest Rachael Camp to answer questions from the community! Today we will be discussing the differences between Roth and Traditional IRAs and the future variables and factors you should consider, as well as discuss the new rules and considerations surrounding 529 plans and how to best financially plan when considering your children and your spouse. Listen along as YOU, the community, dictate the conversation with your hot-button FI questions!
Rachael Camp:
- Website: rachaelcampwealth.com
- Twitter: @camp_wealth
- YouTube: @CampWealth
- Instagram: @campwealth
Please note:
Rachael Camp offers advisory Services through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Camp Wealth is not affiliated with the CFD companies.
Resources Mentioned In Today’s Episode:
- Mailbag: Spending Down to Zero, High Fee 401(k), Mini Retirements | Rachael Camp | ChooseFI Ep 485
- Limits Of Tax Diversification And The Tax Alpha Of Roth Optimization
- Love, Loss, and Money: The Shocking Financial Aftermath of a FI Spouse’s Death | Amy | ChooseFI Ep 476
- Becoming Work Optional
- Subscribe to The FI Weekly!
More Helpful Links and FI Resources:
- Top 10 Recommended Travel Rewards Credit Cards
- Empower: Free Dashboard to Track Your Finances
- CIT Bank Platinum Savings Account
- M1 Finance: Commission-Free Investing, 1-click rebalancing
- CashFreely: Maximize Your Cash Back Rewards
- Travel Freely: Track all your rewards cards and points
- Emergency Binder: For Your Family’s Essential Info (code ‘CHOOSEFI’ for 20% off)
- Student Loan Planner: Custom Consult (with $100 Discount)
- Get a cheaper phone plan with Mint Mobile
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