Roth vs. Traditional and How To Take an Income in Retirement

Today, Paul and Evan continue their conversation about getting educated and understanding how to be a confident investor in retirement. Listen along as these two advisors discuss whether or not to put your money in a Roth or traditional IRA and explain some of the rules around taking an income in retirement that maximizes the money that you worked so hard to earn in your earning years. Later in the episode, Paul brings an article that claims you should always have 90% of your portfolio in equities and explains why the industry is so bad at understanding the purpose of bonds.

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This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.