Category: Roth IRA
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Ep. 28: The Roth IRA and SECURE Act: What Your Heirs Need to Know
Will your Roth IRA survive the SECURE Act? As the rules around wealth transfer keep shifting, certified retirement counselor Mark Struthers breaks down what the SECURE…
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Ep. 18: Expenses In Retirement: The Retirement Spending Smile
7.28.2025
Summary In this conversation, Mark Struthers discusses the often-overlooked topic of retirement expenses, emphasizing the importance of…
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Keystone Activities and Their Role In A Happy Retirement
7.28.2025
SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…
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Ep. 25: The Roth 5-Year Rule Explained
7.17.2025
Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…
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Ep. 9: Big Rock Little Rock
9.18.2024
Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this…
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Using A Mega Backdoor Roth For A Wealthier Retirement
4.13.2024
SummaryIn this conversation, Mark Struthers discusses the concept of the mega backdoor Roth, a strategy that allows…
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The Basics & Issues of The 3 Bucket Retirement
4.13.2024
Today’s discussion focuses on the “bucket strategy” for allocating retirement funds, which helps manage risk by separating…
