How To Get Started With Roth Money (Roth IRA Learning Tools)

Wondering what is a Roth IRA or how to get started with Roth IRA investing? Over my career as a financial planner I've helped countless investors and families maximize their retirement, college, and inheritance savings through the power of Roth money. A Roth IRA can be one of the most powerful tools in your financial planning arsenal, but between the regulatory red tap, ira contribution limits, and various administrative structures (employer sponsored plan, roth conversions, backdoor roth ira etc.), figuring out how to best setup up a Roth IRA, much less maximize your contributions, can be overwhelming.

In this video, my intent is to provide a framework for your Roth Money learning. Think of this as a clear and concise "table of contents" for your roth studies, whether you choose to take advantage of my Roth education eCourse (https://bit.ly/rothmoney) or choose to self-educate.

If you are looking for a tool that will help you get from 0 through opening and contributing to a Roth IRA savings account, my eCourse is exactly that. You can enroll on Gumroad for lifetime access to the course contents + exclusive office hour streams to help students through any questions or issues they run into. Get more information here: (https://bit.ly/rothmoney)

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Timestamps:
01:18 – Why it might be difficult to sort through online Roth advice
02:47 – How to go about learning Roth money strategies
03:51 – Learn what is a Roth and how does it work
04:32 – Learn the methods to start a Roth
05:41 – Learn the administrative and tax limitations
06:55 – Find examples that you can apply to your situation
07:40 – Research other uses for Roth money such as college and inheritance planning
08:36 – The options available to you now

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