Roth IRA Clock Rules, Real Estate Side Note, and Technical Boo-boos

Serenity Wealth Academy 29 lượt xem 1 month ago

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Reverse Estate Planning Replay: https://youtube.com/live/etuDvra7Yc8

00:00 Technical boo-boo was fixed
00:56 The main benefit of Roth accounts
02:07 Two conditions that must be met
02:55 How the IRS sees Roth accounts
03:36 Example
05:41 Start the Roth clock as soon as you can
08:04 Side note on real estate
11:42 Disclaimers

Curtis Hill, Certified Financial Planner
Irina Hill, CPA, MBA, Registered Investment Advisor, Realtor
Serenity Wealth Management
Cell: (310) 467-2277 / (213) 509-8245
Email: Irina@SerenityWealthManagement.com
Web site: www.SerenityWealthManagement.com

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