Strategic Retirement Investing

#535: Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor?

An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What’s Paula and Joe’s advice?

Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA.

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

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For more information, visit the show notes at https://affordanything.com/episode535

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