Sam Taube
Investing Nerd and guest on this episode, providing expertise on retirement account rollovers, target-date funds, and tax-efficient strategies like the mega backdoor Roth.
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Jan 26, 2026 • 42min
Tax Season Scams and Identity Theft Red Flags, Plus a 401(k) and IRA Rollover Lightning Round
Sam Taube, an investing expert on retirement accounts, joins to break down rollovers, target-date funds, and the mega backdoor Roth. They cover when consolidation makes sense and pitfalls to watch for. The conversation also highlights tax-season scams like phishing, smishing, fake sites, and practical steps to protect your identity.
Dec 16, 2024 • 24min
End-of-Year IRA Fixes Before Tax Time: Roth Contribution and Correction Strategies
In this discussion, investing expert Sam Taube shares insights on maximizing Roth IRA contributions and correcting over-contribution mistakes. Hosts Sean Pyles and Sara Rathner explore 'lazy' money management tactics like automating investments for easy growth. They highlight the importance of year-end contributions and discuss strategies for setting up a backdoor Roth IRA. Listeners learn about income limits, penalties for over-contributing, and smart ways to enhance retirement savings just in time for tax season!
