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Top IRA Mistakes To Avoid

Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today Make retirement planning Easier Subscribe Now: Download Our Retirement Toolkit: If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you money in taxes or mistakes that can impact your intended beneficiaries. Submit questions to the show at Retire@theoremwm.com - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management, Financial Advisor Dallas Texas - Retire Once Show - 2022 Retirement Podcast Series ----------------------- CHAPTERS 0:00 - Introduction 1:25 - Beneficiary Mistakes 4:01 - Inherited IRA Advice 6:08 - Timing IRA Contributions 7:55 - Roth vs Traditional 9:27 - NonDeductable Contributions 10:34 - Ignoring NUA 12:50 - Tax Mistakes 14:41