About this episode
Description There are a lot of good reasons to put your money into a Roth account. But does it make sense to have all your money in Roth accounts? The truth is, there is a point at which it's potentially harmful to continue putting money into Roth accounts. James explains the nuances of Roth accounts and tax planning, while answering a listener's question. Questions Answered: Is there a point at which you can have too much in a Roth account? How can you use tax planning in retirement? Timestamps: 0:00 Intro 1:17 Listener question 3:59 Short answer 5:41 Example 8:04 Tax planning 9:10 Eample 11:45 Two questions 14:18 Charitable giving 18:22 Example 20:57 Outro Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!