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Maximizing Contributions to My Roth IRA: How Can I Do It?


On episode 71 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss funding a start-up, dividend investing, Backdoor Roths v SERPs, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►1:00 - Dollar cost averaging ►04:22 - Bonds vs. Money Markets ►11:08 - Funding a startup ►16:10 - Dividend investing ►20:27 - Backdoors vs. SERPs 👕 Check out The Compound shop: 🎙️ Listen to our podcasts: The Compound and Friends: Animal Spirits: Ask The Compound: Talk with us about your portfolio or financial plan here: Check out Ritholtz Wealth's automated investing platform, Liftoff: Instagram: Twitter: Tik Tok: Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Bill Sweet, and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: #thecompound #personalfinance #investing...(read more)



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For many people, a Roth IRA is a great way to save for retirement. These accounts offer tax-free earnings and withdrawals in retirement, making them an attractive option for anyone who wants to lower their tax bill in retirement. However, not everyone knows how to maximize their contributions to a Roth IRA. In this article, we’ll explore some tips for maxing out your Roth IRA contributions. The first step to maxing out your Roth IRA is to understand the annual contribution limits. For 2021, you can contribute up to $6,000 to a Roth IRA if you’re under 50 years old. If you’re 50 or older, you can contribute up to $7,000. It’s important to note that these contribution limits are per person, not per account. That means you can’t contribute $6,000 to each Roth IRA account you have – you’ll need to split your contributions between them if you have more than one. One way to contribute more to your Roth IRA is to automate your contributions. Many brokerage firms allow you to set up automatic contributions on a monthly basis. By doing this, you can gradually build up your contributions over the course of the year, rather than waiting until the last minute to make a lump-sum contribution. Set a reminder on your calendar to review your contributions each quarter to ensure you’re on track to max out your Roth IRA for the year. Another way to maximize your Roth IRA contributions is to contribute any windfall income, such as a bonus or tax refund, directly to your account. If you’ve been able to save some extra money, transferring it to your Roth IRA can give you a bigger head start on maxing out your contributions for the year. If you’re married, it’s also worth considering contributing to a spousal Roth IRA. This allows a spouse who doesn’t earn income or who earns less than their partner to contribute to their own Roth IRA. The contribution limits for spousal Roth IRAs are the same as regular Roth IRAs – $6,000 or $7,000 depending on your age. By contributing to both accounts, you can effectively double the amount you’re able to save in tax-advantaged retirement accounts each year. Finally, another strategy to max out your Roth IRA contributions is to increase your income. While this may seem easier said than done, there are a few ways to boost your earnings. You could ask for a raise at work, start a side hustle, or even take on a part-time job. Increasing your income even a little bit can make it easier to max out your Roth IRA each year. In conclusion, maxing out your Roth IRA contributions takes a little bit of planning and effort, but it’s worth it in the long run. By contributing as much as you can to your Roth IRA each year, you’ll be setting yourself up for a tax-free retirement. Whether you automate your contributions, contribute windfall income, open a spousal IRA, or increase your income, there are plenty of ways to maximize your Roth IRA contributions. https://inflationprotection.org/maximizing-contributions-to-my-roth-ira-how-can-i-do-it/?feed_id=97112&_unique_id=645f4358edb04 #Inflation #Retirement #GoldIRA #Wealth #Investing #banks #BenCarlson #billsweet #Bonds #businessnews #dividends #DuncanHill #economy #federalreserve #Finance #financenews #financialliteracy #inflation #interest #interestrates #investing #investingforbeginners #money #moneymarkets #passiveincome #personalfinance #Podcast #qualifieddividends #RitholtzWealthManagement #ritholtzwealthmanagementpodcast #SERP #stockmarket #stockmarketnews #Stocks #taxes #TheFed #BackdoorRothIRA #banks #BenCarlson #billsweet #Bonds #businessnews #dividends #DuncanHill #economy #federalreserve #Finance #financenews #financialliteracy #inflation #interest #interestrates #investing #investingforbeginners #money #moneymarkets #passiveincome #personalfinance #Podcast #qualifieddividends #RitholtzWealthManagement #ritholtzwealthmanagementpodcast #SERP #stockmarket #stockmarketnews #Stocks #taxes #TheFed

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