Episode – The Advantage of Roths In Your Portfolio — With Kelly Boyd

by | Nov 4, 2020 | Podcasts

EPISODE 2:

The Advantage of Roths In Your Portfolio — With Kelly Boyd

November 2, 2020

The Advantage of Roths In Your Portfolio

by Kelly Boyd

Is your retirement plan set up so that you know that your money will last in a tax-favored way?

In this episode, Matt Halloran speaks with Kelly L. Boyd, AIF®, a trusted financial planner with InvestWise Financial LLC, as she shares her expertise on Roth conversions. Kelly discusses some of the challenges that clients face when it comes to planning for retirement and answers your questions about how a Roth IRA or Roth conversion can help you achieve your dream retirement. 

In this episode, you will learn:

  • What a Roth IRA is and how it works
  • How the Roth conversion process works for a 401(k), 403(b) and other investment accounts
  • What could happen if you take your RMD from your Roth IRA too early 
  • What could happen if you contribute too much into a Roth IRA
  • The basics of Roth IRA spousal benefits
  • Why is it important to frequently confirm your beneficiary
  • And more!

Tune in to this episode to learn how to include Roth IRAs in your retirement planning! 

Resources: InvestWise Financial | Kelly L. Boyd | Kelly Boyd – Email | (586)-331-3177 | Simply Advised

Single Podcast

by | Oct 8, 2020 | Podcasts

Episode 24: Investing Fundamentals

Jessica McCormick | August 10th 2020

Episode 24: Investing Fundamentals

by Jessica McCormick

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