Suze School: Don’t Become Partners with Uncle Sam
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
00:00
Optimizing Retirement Accounts for Tax Benefits
The chapter explores the advantages of a Roth retirement account for individuals in their 50s, detailing scenarios and calculations to illustrate potential growth over time. It emphasizes the importance of evaluating tax brackets and investment strategies for optimal financial outcomes. Additionally, it discusses the implications of required minimum distributions, tax consequences from withdrawals, and legacy planning with Roth accounts.
Transcript
Play full episode
