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In this episode, we ask:

• Are you paying more in tax?
• What are some strategies with IRAs and Roth IRAs?
• What about the drama of the stock market?
• What strategies include a guaranteed life time income?
• Who is ready for a next level strategy?
• What’s wrong with self-directed IRAs?
• Would you like to hear Episode 209?
• What is a “back door” Roth?
• How do conversions work?
• Who meets the income eligibility requirements for a Roth IRA?
• What about an IRA on a spouse?
• What about a “mega back door” IRA?
• What does this look like?
• What about high income earners?
• Who allows for after tax contributions?
• Does it make sense to pay tax on a smaller balance?
• Is it better to convert when your income is lower?
• Is time running out?
• What about a multi-year conversion?
• Do you have the number of your HR department?
• Do you own a small business?
• Are your family members employed?
• Where will the money live?
• What is liquid?
• What is accessible?
• What do you want to purchase within your IRA?
• How much do you need?
• How much annual income do you want?
• Is the IRA full of stocks? Indexed funds? Real estate?
• Is there a better way?
• What about an income annuity inside of an IRA?
• What about guaranteed lifetime feature?
• What about inflation protection?
• What about liquidity?
• Is the money locked up?
• What about emergency funds?
• What about leaving a death benefit to your heirs, should you pass away too soon?
• What about an IRA transfer?
• What about piecemeal internal Roth conversions?
• What about paying your taxes now?
• What about an annuity inside a Roth IRA?
• What about guaranteed, tax-free, inflation-adjusted income that could last the rest of your life?