Roth IRA Insights for Homebuyers and Business Owners

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This chapter explores the use of a Roth IRA for home down payments and discusses the budgeting considerations involved. Additionally, it addresses how business owners can streamline finances and operations with tools like JustWorks and NetSuite for improved growth in a challenging market.

#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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