This week’s podcast is hosted by co-owner, Jason MacGregor and Cory Laird, CERTIFIED FINANCIAL PLANNER™. This episode is focused on IRAs and the details our hosts think you need to know while considering this type of account.
Show Notes
What does “IRA” stand for? (01:52)
The backstory of Individual Retirement Arrangements. (02:15)
Who is eligible for an IRA? (03:38)
Different types of IRAs. (04:03)
Rules on withdrawals. (05:30)
Roth IRAs – you can always take out what you put into it without a fee. (05:55)
Always confirm with professionals about rules and guidelines. (06:42)
“Peak earning years”. (07:51)
How do you open an account? (08:36)
Know which IRA type will work best for you. (10:30)
To learn more about this topic and to get advice from our team of experts, contact us at info@mmwealth.com or sign up for our newsletter.