Podcast: Nerding-Out on A Creative Roth IRA Strategy for High Earners

Podcast: Nerding-Out on A Creative Roth IRA Strategy for High Earners

When would be a good time to roll IRA money back into your employer's 401k? We talk about it in this episode about creative Roth IRA funding strategies for high earners.

Contact Us.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other jurisdictions where exempt. All content on this podcast is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Podcast: Creating a 529 College Savings Plan for a Newborn (3 Minutes)

Podcast: Creating a 529 College Savings Plan for a Newborn (3 Minutes)

Podcast: Protecting Against Inflation for Business Owners

Podcast: Protecting Against Inflation for Business Owners