undefined

Sam Taube

Investing expert contributing to the discussion on Roth IRAs and retirement planning.

Best podcasts with Sam Taube

Ranked by the Snipd community
undefined
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!