How To Use Your IRA To Take Advantage Of This Market Downturn
10/31/22 • 15 min
In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.
Questions answered:
- How can I implement a Roth Conversion?
- What is the best strategy to determine if a Roth Conversion makes sense?
- What other strategies exist to save on taxes?
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Want a custom strategy to retire early?
PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
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Have a question you want to be answered on a future episode?
Please submit your questions here.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
In today's episode of the Early Retirement Podcast, Ari Taublieb discusses how you can use your IRA to take advantage of the current market downturn. This strategy can result in hundreds of thousands of more dollars in retirement, tax-free.
Questions answered:
- How can I implement a Roth Conversion?
- What is the best strategy to determine if a Roth Conversion makes sense?
- What other strategies exist to save on taxes?
Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Want a custom strategy to retire early?
PS: Before anyone decides to move forward with our services, we want to ensure we're the best fit to help you reach your goals. We go through an in-depth planning process to show you exactly what it looks like to work with us.
Also, I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
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In today's episode of the Early Retirement Podcast, Ari discusses three myths to avoid so you don't spend any time/energy on anything that won't add value to your retirement plan!
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Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Create Your Custom Strategy with Ari (Initial Consultation Call) ⬇️
I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
Next Episode
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In today's episode of the Early Retirement Podcast, Ari discusses everything you need to know if you want to retire before age 65 (and everything you don't need to know or waste time on thinking about).
Questions answered:
- What do I need to know to retire before age 65?
- What is the optimal portfolio in retirement?
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Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).
Create Your Custom Strategy with Ari (Initial Consultation Call) ⬇️
I share tips and advice related to retirement strategy, investing, finance, personal finance and more on my YouTube. Check it out by clicking here!
Let's Connect!
ENJOYED THE SHOW?
Don't miss out on any episode by subscribing to Apple Podcasts, Stitcher, Spotify, or Google Play.
Have a question you want to be answered on a future episode?
Please submit your questions here.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
“Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they’ve been simplified for clarity. Always consult your own financial advisor before making decisions.
Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.
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