Roth 401K or Not? When Should I Switch?
Update: 2024-07-31
Description
So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K.
Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS
- [2:03 ] Does it make sense to switch to a Roth 401K
- [13:55 ] An IRMAA surcharge question
- [18:18 ] Can you use the Rule of 55 for a Solo 401K?
- [20:36 ] A backdoor Roth question
- [26:22 ] A 5-year rule Roth IRA question
- [28:36 ] An organized Social Security question
WISDOM FROM THOSE ON THE JOURNEY
- [31:31 ] What I wish I had known from Elaine
- [33:27 ] What a 70-year-old has learned about retirement
TODAY’S SMART SPRINT SEGMENT
- [36:48 ] Relax and don’t worry about retirement
Resources Mentioned In This Episode
My recent Forbes article
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center
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