Do you have any Super Dollars? (Roth Mailbag)

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/42/67/d1/4267d105-08ed-885c-a967-2f286695cd94/mza_16737884829422073968.jpg/600x600bb.jpg

Check Your Balances

Ross Anderson, CFP® and Daniel Messeca, CFP®

238 episodes

5 days ago

This week, Ross and Dan read and discuss The Millionaire Next Door. Does a finance book from 1996 still have precious lessons for us to learn about becoming Prodigious Accumulators of Wealth (PAWs) and avoiding the dreaded Under-Accumulator of Wealth (UAW) title? Tune in this week to see if this still deserves a spot on your shelf almost 30 years later. Send us a text Send your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Investing

Business

RSS

All content for Check Your Balances is the property of Ross Anderson, CFP® and Daniel Messeca, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

Do you have any Super Dollars? (Roth Mailbag)

Check Your Balances

28 minutes

5 days ago

Do you have any Super Dollars? (Roth Mailbag)

Your Catch-Up Contributions Are Changing! This week, Ross and Dan dive into the new guidance from the Treasury Department that will redefine how high earners over age 50 make their 401(k) catch-up contributions. The new rule mandates Roth contributions for certain savers, forcing many to lose a key pre-tax deduction. We break down who is affected, when this starts, and what you need to do to prepare. Plus, we open the mailbag to answer listener questions on all things Roth. Send us a text Sen...