“I would have it in brokerage first, and then I'd have it in IRA second and Roth third.”
♫
Said on Retire Sooner with Wes Moss
“The rule of thumb is brokerage money first, then retirement money or IRA money… then we let the Roth crock pot bake as long as it can because it’s tax-free.”
Retire Sooner with Wes Moss · Rising Interest Rates and Retirement Planning: Bonds, Healthcare, Taxes, and Key Ages
Play from 18:15
18:15
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What was described
orders retirement-account withdrawals: brokerage accounts first, then traditional IRA/401(k), and finally Roth IRA
Said nearby on the same subject
“We're contributing, you know, 600 bucks a month automatically to our Roth IRAs”
CG
Cody Garrett
ChooseFI | Financial Independence Podcast ·
“Move the same holdings into a traditional IRA or 401k… that income compounds tax-deferred”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“You can just roll everything into a traditional IRA and let that grow ... simplify your life”
♫
Said on The Ramsey Show
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