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?

========================

Learn the tips & strategies to get the most out of life with your money.

Get started today → https://www.rootfinancialpartners.com/'>https://www.rootfinancialpartners.com/

Subscribe to be notified for future videos:    / @rootfp  

_ _

For more resources and content, check us out below!

Subscribe to our channel to learn more about all things portfolio management    / @rootfp  

Listen to our podcast http://readyforretirement.co/

‍ Visit our website https://www.rootfinancialpartners.com to learn more about us

Connect with us on Facebook   / rootfinancialpartners  

Connect with us on Instagram   / rootfinancialpartners  

Follow us on LinkedIn   / 18347030  

_ _

⏱Timestamps:⏱
Timestamps:
0:00 Intro
1:17 Listener question
3:59 Short answer
5:41 Example
8:04 Tax planning
9:10 Example
11:45 Two questions
14:18 Charitable giving
18:22 Example
20:57 Outro

Other videos we think you'll like:

About Root:    • Financial advisors with heart.  

Worried about retirement? Start here:    • Worried About Retirement..Start With ...