“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.”
♫
Said on Retire Sooner with Wes Moss
“I would have it in brokerage first, and then I'd have it in IRA second and Roth third.”
Retire Sooner with Wes Moss · Beyond Net Worth: Roth IRA Rules, Retirement Withdrawals & Happiness
Play from 19:49
19:49
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
suggest keeping dry-powder (liquid safety assets) in brokerage first, IRA second, Roth third
Said nearby on the same subject
“We're contributing, you know, 600 bucks a month automatically to our Roth IRAs”
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Cody Garrett
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“‘Prioritize food first, lights and water second, transportation third… before you pay your master card.’”
DR
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“‘And we like the mantra on the team is like users first, Google second, and like our product third.’”
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Josh Woodward
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