What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

Published: Sept. 20, 2023, 7 a.m.

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Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we\\u2019ll find out. We\\u2019ll also explore a number of other questions that have been eating away at listeners like you.\\xa0

Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle\\u2019s relief at no longer having to keep up with the Joneses.\\xa0

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

  • [2:05] What is the ideal mix between before and after-tax retirement accounts?
  • [6:46] What to do about a fee-heavy investment account
  • [11:00] Finding a financial planner
  • [12:09] The impact on energy levels
  • [13:58] Saving for kids\\u2019 education
  • [18:17] How to open a Roth with a high-income

BRING IT ON

  • [21:05] Keeping up with the Joneses

TODAY\\u2019S SMART SPRINT SEGMENT

  • [26:08] Check the way you compare yourself to others

Resources Mentioned In This Episode

Andy Panko\\u2019s advisor referral list

Garrett Planning Network

NAPFA\\xa0

BOOK -\\xa0Outlive\\xa0by Peter Attia

Rock Retirement Club

Roger\\u2019s YouTube Channel -\\xa0Roger That

BOOK -\\xa0Rock Retirement\\xa0\\xa0by Roger Whitney

Roger\\u2019s\\xa0Retirement Learning Center

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