I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
@foden70013 күн бұрын
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
@carssimplified219513 күн бұрын
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
@PatrickFitzgerald-cx6io13 күн бұрын
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
@carssimplified219513 күн бұрын
I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
@PatrickFitzgerald-cx6io13 күн бұрын
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
@imohimoh344117 күн бұрын
I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.
@YinusaSaheed17 күн бұрын
I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.
@imohimoh344117 күн бұрын
@@YinusaSaheed That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well
@YinusaSaheed17 күн бұрын
@@imohimoh3441 My advisor is VICTORIA CARMEN SANTAELLA;
@YinusaSaheed17 күн бұрын
You can look her up online...
@RomanTommy17 күн бұрын
@@YinusaSaheed The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?
@elsam.54123 ай бұрын
Can you please make more videos for people 50 and over regarding personal finance. I think a lot in this age group need to play catch up, don't know how or even if it is possible. Thank you for sharing your knowledge! Much appreciated.
@CalltoLeap3 ай бұрын
Absolutely!!
@brendarecioperez3 ай бұрын
I agree with this comment. PLEASE more videos for Gen X.
@stephsteph13382 ай бұрын
Yes! Please, more money information for the 50 plus, year olds. Thank you!😊
@robienillosistoso6282 ай бұрын
will be waiting for that too please Steve! Thank you!
@fem.tompkins57322 ай бұрын
Hi Steve, I am not qualified to open a Roth IRA due to my income, what’s my option? Where’s the best account to place my 5% pay raise besides putting it in my 403 B?
@stunzedАй бұрын
I’m 47 and started investing at 44. It’s never too late and thanks for looking out for the older folks who weren’t taught this. I know I wasn’t.
@CalltoLeapАй бұрын
Of course! Here to support you any way I can :)
@brendarecioperez3 ай бұрын
Thank you for this video. Simple and direct. You have a niche with the 50yrs people. Seriously your mom must be very proud of you. Thank you!
@CalltoLeap3 ай бұрын
Thank you so much! I try my best to keep it as simple as possible!
@suzannehogue Жыл бұрын
I got huge value from this video. I had no idea about the targeted date funds and then how you can just sell part of your portfolio and more. So much great information. I'm 53 and never learned much about investing. Ugh. I'm pushing my two boys hard with them learning and have had them both open IRAs already. They are 15 and 20. I am imploring them to live below their means and invest and sharing these and other YT videos and books. They are excited to learn. Thankfully I have a good job with retirement but I am also wanting to build more and now use ETFs like SPY and VOO. I'm so glad I came across your channel. Your mom must be so proud!🙂
@CalltoLeap Жыл бұрын
I’m glad this helped and you’re encouraging your sons to implement these wealth habits early on! Woohoo!
@Christensen5543 ай бұрын
I put in 20k into various assets last year and flipped into six figures within a few months and still going. I’ve always been an advocate of investing because it has been rather rewarding. I hope to attain financial freedom soon. One more thing, I always look forward to your content brother, keep up the good work.
@Rmorales7993 ай бұрын
You can’t overlook the fact that it’s paramount not to get greedy but to remain invested through careful study, if not you can lose it all.
@Novakissla3 ай бұрын
I have some money saved from day job. I have no idea where or how to invest. How are you doing it, Leon?
@Christensen5543 ай бұрын
It’s not rocket science. As I said previously, I got into stocks, and REITs, myself but wasn't getting the results I wanted the first couple of months. Got tired of losing and decided to seek mentorship from Jonas Herman, a certified fiduciary who helps oversee my investments.
@Sammytammy1923 ай бұрын
@@Christensen554 While it may sound enticing, it is important to understand that stocks, like a fine wine or a Monet, has no standardized value. You look all good on the outside, while you wait till almost death to enjoy your wealth which presents an enormous economic(uncertainty) risk.
@Alternatezoid3 ай бұрын
It’s bonkers to compare stocks to moet mate. Over the years, I've been part of numerous investment programs, sifting through a barrage of information. Yet, none comes close to the sheer clarity, depth, and precision of Herman’s instructions and insights. It's akin to finding a diamond in the dirt.
@carmenrojas44693 ай бұрын
Omg how funny I just saw your whole video and didn’t know it had anything to do with being 50 and then I finished the video clicked on it again and it’s regarding a 50-year-old and that’s me I’m 53 and I really want to learn about options so glad I found your channel. You’re a good teacher.
@gloriamitchell35186 ай бұрын
Much needed. 50's 60's and beyond. Thanks so much.
@Novaximus3 ай бұрын
The scary thing is that you will one day reach an age where you will no longer be able to work. Ready for it or not, it'll happen faster than you realize. Time really starts flying in your later years because you just fall into a comfortable routine. Pretend that it's happening right now to you. This is your last week of work. All you get is your social security. Can you do it? Because that's going to be the reality you'll be hit with pretty darn soon. I think most people wake up every monday as it is thinking, "man... I just can't do another day of this" Prepare for the worst. hope for the best
@mirchimomeАй бұрын
You work for a 40yrs to have $1m in your retirement, meanwhile some people are putting just $10k in a bitcion coin for just fe months and now they are multimillionaires thanks to Charlotte Grace Miller
@ForwardMozellАй бұрын
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
@sakuracriticacorreooficial6907Ай бұрын
I'm surprised that you just mentioned and recommended Charlotte Miller, I met her at a conference in 2018 and we have been working together ever since.
@WilsonCountyАй бұрын
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading
@HighlightsSerieATIMАй бұрын
I'm new at this, please how can I reach her?
@agathacolleenАй бұрын
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
@stacyjohnson739511 ай бұрын
Great job! You nailed it!! I started at 53yrs young.. and it was the best decision I’ve ever made👌🏾 I plan to invest way pass retirement, to build generational wealth😊
@CalltoLeap11 ай бұрын
Woohoo! I'm glad you started Stacy! :)
@stacyjohnson739511 ай бұрын
@@CalltoLeapI’m happy to join .. thank you for sharing such great content👍🏾
@Novaximus3 ай бұрын
Yea, I would rather die never spending 200k in the bank with that daily peace of mind knowing that I still have security and comfort til that day than to spend my final years in a state of fear and pain because I've completely ran out of money to afford those comforts.
@rawgenerativedetox93813 ай бұрын
@@Novaximustyyytyg try y aa
@randallewebb4 күн бұрын
I think this is a great video. What I think is the highest compliment to the content is how people over 40 (and I am one of them) are clearly encouraged and have humility to take wise advice from a younger person. To me that shows not only your content is good, but you definitely have the thoughts and mind of a teacher.
@fatimaellis65394 ай бұрын
could you do one exactly like this but with FIDELITY and people over 55? I would love that - TIA
@wdeemarwdeemar87393 ай бұрын
Yes as long as you have earned income. Also would look at your 401 k or equivalent at work if available or applicable.
@johnnyb132911 ай бұрын
Perfect video for me. I am 51 years young. Thank you for this
@CalltoLeap11 ай бұрын
Glad it was helpful!
@donnadelcore19763 күн бұрын
You are so knowledgeable in handling money! Im 65 & going to start a Roth IRA thanks to you! 😊
@velissalewis532123 күн бұрын
Thank you so much. I have my 19 and 22 year old daughters watching your videos. They know so much more than I did at their ages. I want them to know everyone I didn't.
@dtlars19293 ай бұрын
70 y/o divorcd 2 times, liquidated 3 401ks for health expenses etc,...present situation is home of 1.26km value with 300K 40 year interest only loan @ 4% mortgage, rent out mil apartment income of 80k from ss, small annuity, and as a caregiver for my daughter employed by the state. Have about 30k in stock and cash, 24 y/o car, no fluff and have slashed expenses. Started trading with minimal investment and expext 2 year learning curve. Work side jobs as carpenter to support disabled wife as well. Good faith based guy with healthy approach to life.
@marychavez35405 ай бұрын
Yes please make other video I am in 50s and just started investing thanks to you
@simonewright11202 ай бұрын
Thk u for being a teacher. Bless u
@micheleg80262 ай бұрын
Thank you this actually helped me a lot. You explained things very well
@adaortiz97843 ай бұрын
This is such amazing info! I want to learn here to do Covered Calls, please! 🙏🏽
@CalltoLeap3 ай бұрын
Thanks Ada! I have a lot of videos on this on my channel!
@adaortiz97843 ай бұрын
@@CalltoLeap I will check them out!
@Here_Today_7 ай бұрын
You sir, are still an excellent teacher.
@monicasalazz799 ай бұрын
You make it so easy to understand, thank you so much for sharing your knowledge, God bless you!
@NatashaRaisorGlam2 ай бұрын
Thank you so much. I’m 50 and this is so helpful.
@dnsnead Жыл бұрын
Thank you! I learned alot. You have a new subscriber!
@marychavez35405 ай бұрын
I appreciate for sharing your knowledge.
@TwitchRadio10 ай бұрын
😂, awesome video but most people in this age group only have 200 - 400 a month extra to spare most of the time.. sometimes even way less.. realistically, it can be done but not at the numbers you're talkin about
@junitolopez37622 ай бұрын
This is great information. I would suggest if you are still working, fund your HSA first. HSA offer the triple treat- happy investing
@CalltoLeap2 ай бұрын
Yep! Only if you have a HDHP (high deductible health plan). HSAs are great for taxes!
@LifeDIY11 ай бұрын
Great video. I am not 50 but still need this advice. Do you offer consultations? I'd be very interested. Thanks!
@lanaslv324 ай бұрын
Steve OMG your explanation are AMAZING! Thank you!
@rileyjones681118 күн бұрын
Lots of value, through inspiration... glad I came across your channel!
@josearroyo48774 ай бұрын
Thank you for all this info
@ckennedy1973Ай бұрын
51 and can relate to this. I've really been investing more of my income into 401ks. The gains have really been remarkable within the last couple of years.
@isaiahjaelinАй бұрын
Yes I’m interested in hearing about covered calls
@user-nh3tf5ws9y11 ай бұрын
you are excellent. you are helping Society financially as tips. Great work, keep it up. once again thanks, its valuable info
@1811folife Жыл бұрын
Excellent information! It was very well explained in layman's terms. I have a IRA account in Schwab and I'm going to invest in the S&P starting tomorrow. Thank you for that great info 👍.
@CalltoLeap Жыл бұрын
Glad it was helpful!
@1811folife Жыл бұрын
@CalltoLeap It was very helpful. I'm 49 and I have a 401K with my job but it took a major hit during covid when the market crashed. I've been contemplating opening up a Mutual fund.
@lilibethvilella3 ай бұрын
Thank you for sharing these steps! Sharing it w my son. I’m in book tour myself in NY today. Book on healing from divorce called “THE SUN ALWAYS PIERCES THROUGH” ☀️
@russelllucas9916 Жыл бұрын
great stuff!! (Is it possible to do video on covered calls.
@CalltoLeap Жыл бұрын
Yes! I can do that next!
@robienillosistoso6284 ай бұрын
@@CalltoLeap im waiting for that video as well. Thank you
@philenglish6173 Жыл бұрын
What are CDs? What are Cover Calls?
@Jen-qb9cl Жыл бұрын
Great videos. Thank you
@sch7289 ай бұрын
Steve, I have $50k from my parents estate. I’m 57 and would like to retire by 65. What should I do with it to have the most at 65.
@OrganicJoint3 ай бұрын
I will do cover calls or secure puts to start collecting passive income.
@zeekflash69243 ай бұрын
Put it on red , 3 times .. after that go apply for welfare
@Sassycatsoapery2 ай бұрын
Thank you! This was incredibley helpful!
@CalltoLeap2 ай бұрын
Thank you!
@hejessica27993 ай бұрын
Thanks Steve, can you do a video how to do toll over roth IRA if income over the roth IRA limit? Thx.
@CalltoLeap3 ай бұрын
I can keep this in mind!
@juliar6075Ай бұрын
Do you pay on taxes on dividends even after you retire? And if so, at what rate?
@MillieFord-gq1kz3 ай бұрын
Do you think now is a good time to sell some stocks, or should I hold onto them for the long term? I'm considering rebalancing my $180k portfolio and would love to hear your thoughts on the best investment strategies for this year.
@sqd8Ай бұрын
I'm 46. How can I invest when filing married but separate; we have not filed together in over 10 years. I started regularly investing in my employer 403b and a little in the Roth 403b,
@tessjones59877 ай бұрын
Thank you. Great information learned alot.
@CalltoLeap7 ай бұрын
Glad it was helpful!
@falaniaae18353 ай бұрын
Thank you for this video. I deposit monthly into my Roth IRA and brokerage account. I invest in VOO, Sp& 500, and REIT. I want to know about the monthly deposit. Right now I deposit monthly into my accounts but it just sits there. I don't know how to invest my monthly deposits into the current stocks I have right now. Do I have to continue to purchase stocks with my monthly deposits? or can I add it to the stocks that I currently have right now if so how do I do that? Do I sell what I have and buy more with the money I deposit into my account? I'm so confused about depositing my monthly deposit. Please advise the 62 year single women.
@vaniasartore501417 күн бұрын
Hi! may I ask you to make a video about coverd calls ? Thank you
@cheryldh25805 ай бұрын
If I open a Roth IRA with Fidelity, can I transfer my current Roth IRA (from my Credit Union) to the Fidelity Roth, so I can invest it?
@edcastillo44563 ай бұрын
Yes you can. Be sure it’s a transfer and not a withdrawal. There are specific forms to do this.
@roycenedeleff67754 ай бұрын
I have a question? Say when you invest 500 dollars a month for the next 40 years. Where does the say if you need to cash out a little? When is a good time to sell. When your investment stocks skyrockets?
@fem.tompkins57323 ай бұрын
Hi Steve, I’m in my 60’s, have 403B. What other investors I get into to boost my retirement portfolio?
@CalltoLeap3 ай бұрын
Hi! If you're still working, you can open a Roth IRA, or even look into a TBA!
@fem.tompkins57322 ай бұрын
@@CalltoLeap Hi Steve, can’t qualify to a Roth IRA due to my income, I have a 403 B . Is the earnings on TBA taxable?
@koalew296411 күн бұрын
Very educational! Are you taxed on the 4% of the assets sold? I heard in another video you can set up a transfer back to your bank account, so if this becomes income, it has to be taxed, right?
@manubisbee15 ай бұрын
Well said. Thanks!
@Anthony0921005 ай бұрын
What's the difference in the final numbers when investing in dividend funds vs growth funds? At the end of the line the numbers similar? Thanks for the great video.....
@patriciabalcazar33613 ай бұрын
Thanks for the info 👍
@CalltoLeap3 ай бұрын
No problem 👍
@SaadonAksah Жыл бұрын
Nice one! Thanks for sharing! 👍
@CalltoLeap Жыл бұрын
Of course! Thanks for the support!
@shughes9114 ай бұрын
What’s up with low index funds? Everyone seems to be saying this is the best to invest in?
@timdog186323 күн бұрын
Great episode. Thanks!
@georgebowman1060 Жыл бұрын
Extremely helpful. Thank you. 👍
@CalltoLeap Жыл бұрын
You're welcome! Thanks for the support George!
@saremsieng15437 күн бұрын
Hi, can I still invest in the individual investment if I already maxed out my 403B? Thanks in advance for any help
@COBlueoak2 ай бұрын
Thank you! SPY Covered Call video would be great!
@COBlueoak2 ай бұрын
Question: To make future Covered Calls on SPY….Do you buy SPY in your Roth Account or your regular Fidelity individual account?
@CalltoLeap2 ай бұрын
I can make one in the future!
@shughes9116 ай бұрын
Thank u pal!! Great info and to the point! Gives me hope!! 🙏🙏 do you have a company you could recommend to start a Roth IRA with?
@Scott-f8r6 күн бұрын
I have a 403B plus Three high yield savings accounts. I'm 58 and would like to retire at 66. Considering either a VOO EFT or the Roth IRA. Any ideas?
@tammyh.33263 ай бұрын
Outstanding video!
@CalltoLeap3 ай бұрын
Thank you very much, Tammy!
@supercruchynoodle6 ай бұрын
Past a certain income threshold there is no tax advantage I just discovered after doing my taxes (I think it’s 87K per year AGI) basically I wasn’t able to take any deductions on the IRA contributions
@herbsncats3 ай бұрын
Please do a video explaining how to do cover calls.
@CalltoLeap3 ай бұрын
Sure, I have a lot of videos on this! :)
@lauradalessio57193 ай бұрын
This was VERY informative!! Thank you! Question . . . If I’m only allowed to contribute $8k towards Roth IRA, how can i save 2k every mo.? Won’t i get penalized for exceeding amount? Also, please make video on TDFs. First time hearing about it. Thank you for sharing your knowledge!
@fs57753 ай бұрын
You will invest that money over 8K into a taxable brokerage account, not the IRA. Yes you will get penalized if you exceed the 8k so don't do it.
@atlpch4 ай бұрын
Thank you! 😊
@prancer47432 ай бұрын
I only listen to people that have made there wealth I hope you are a millionaire 🤔🤔🤔🤔 or no show 😉
@BronsonJaime9 күн бұрын
63 with a 403b 2 years to invest God willing...what do you suggest?
@maximoon70776 ай бұрын
Thank you 🙏!
@janetrobinson89253 ай бұрын
You are a great son, and I wish you the best in life. You are a WINNER...
@alisonpoole413027 күн бұрын
Thank you I could just about keep up but I'm in England. Can you do one for English people. Also what are cds?
@damianweiss2174 ай бұрын
In Roth IRAs, I believe you are allowed to take out contributions, (not earnings) at any time, no penalty taxes, now holding periods, no age requirements, etc whatsoever. Is that not true ?
@edcastillo44563 ай бұрын
That is true, but why would you? If you need money for an emergency, you should build up a separate savings account instead.
@damianweiss2173 ай бұрын
@@edcastillo4456 You keep the interest earnings in the Roth, 5% sweep these days that compounds 5-40 years giving you much higher interest on your money. If you don’t use the emergency money, it also is in the Roth all tax free. You also learn about Roths sooner rather than later. Also great way to teach your kids about finances, qualified tax sheltered investments like Roths, the effects of compound interest, retirement planning, inflation over 40 years and how that affects your retirement savings, long term investments, the rules for Roth IRAs and when to switch over to a traditional IRA. Your statement is about as good as saying, why keep emergency money in the bank, I can just keep it as cash under my mattress. 🛏️
@damianweiss2173 ай бұрын
@@edcastillo4456 Limited funds.
@NicE-jq3wv3 ай бұрын
Yes, but only contributions. Not conversions. Those have a 5 year hold.
@mandypdx3 ай бұрын
46 and never contributed a penny. My work has been doing it for me… it is $500k+ (Thank goodness- i work for a university hospital)
@CalltoLeap3 ай бұрын
Ah, that's awesome! You can also look into your own individual retirement account too (without the need of an employer).
@mandypdx3 ай бұрын
@@CalltoLeap i have started contributing to 403b (roth) and 457b… plus opened a brokerage account and roth ira (i am researching back door Roth since i make too much)
@liz85524 Жыл бұрын
Amazing 😊
@CalltoLeap Жыл бұрын
Thank you! Cheers!
@jackiebirch16005 ай бұрын
Just starting to watch this video. I'm hoping this applies to Canadian Citizens
@antoniacain8737 күн бұрын
Who in the world can invest 5k per month? I make 90k per year and I certainly would not have all that money left over to invest. Just a sad situation. The bills are too high and cost of living has gone up to much.
@qsluxuryloo3197Ай бұрын
Great video!
@Withamorproject7 ай бұрын
This has a lot of usable information for an older person. However, there are earning limits associated with Roth IRA that i exceed for a single person. I need that sort of tax arrangement. What sort of plan is good for me at this point to add to my retirement?
@NicE-jq3wv3 ай бұрын
Back door Roth conversions and HSA
@whitehorsethunder3494Ай бұрын
Turning 50 years old in 6 days thank 🥰🙏💰🌏
@CalltoLeapАй бұрын
Happy birthday!
@momof3kids536Ай бұрын
Hey. I just left my job that had a 401k with a match and started a job that doesn't have a 401k. What is the best thing to do with my old 401k that I have to move?
@johnwong18865 ай бұрын
Is there a reason you pick ETF & not Index Fund?
@edcastillo44563 ай бұрын
Few things to explain. An ETF is a type of fund that often tracks existing indexes, similar to what an index fund does. An index fund allows tracks an underlying index, hence the name. The difference between an ETF and an index fund is how they are purchased. Regular index funds are purchased using forward pricing, while ETFs are bought at market or a specific price. Both are good investments, but everyone has a different reason for choosing one over the other.
@tessgb9026Ай бұрын
Hi Steve can you please advice on what to do with an old 401k should I convert to Roth IRA or traditional IRA?
@CalltoLeapАй бұрын
I can put this on my list!
@RoundtripmywayАй бұрын
Where do I buy the 9 stocks you mentioned in another video.
@cheesecake-vb5st3 ай бұрын
Thanks!
@CalltoLeap3 ай бұрын
Thanks Cheesecake! Love the name!
@CP-zj1hx Жыл бұрын
A big thank you! I'm 51, no job and living off my inheritance, which is slowly dropping. Instead of investing every month, would I be able to invest one amount and leave it alone till I retire? Thank you again. If you offer services please let me know.
@CalltoLeap Жыл бұрын
Yes! You can invest a lump sum and let it grow. Ideally, you'll want to contribute more money to have compounding take off at a faster rate.
@kwabenaowusu9429 Жыл бұрын
Nice video. Thanks.
@jozelynpablo32813 ай бұрын
Thanks for the info! Why can’t you sell covered calls with VOO- is it because it can’t be done with Vanguard?
@CalltoLeap3 ай бұрын
You can sell covered calls against VOO shares. It's just that the liquidity/volume is relatively lower compared to SPY.
@iraoberry1166Ай бұрын
I’m getting 2 Facebook friends that claim they are you. One is trying to get me to invest money
@CalltoLeapАй бұрын
Oh no! They aren't me! Please don't respond to them. I will never message you and ask you for money!
@sdiaz2k7 ай бұрын
Hi Steve, I would like to get some private advice from you, just a simple advice where can I email you my concern to? Thanks
@terrywood33692 ай бұрын
Starting after 50 years of age, with a low income tax bracket, is it better to maximize contributions to the Roth first? Why or why not?
@CalltoLeap2 ай бұрын
For most people, it's better to invest in a Roth because you get taxed on the "seed" rather than the "harvest"
@gwilliams912516 күн бұрын
How do I add the ETF that I'm purchasing to my Roth IRA?
@linkbelt111Күн бұрын
You can go onto the website where you make your Roth purchase and ADD another fund or ETF.
@javiergonzalez62634 ай бұрын
Dear Steve. If you have saved up $4Mil+ in your 50's have never and have no investing knowledge but want to have all this money work for you now, What do you think you would do?
@DM-zh7xn9 ай бұрын
Does it matter if you purchase these ETFs on your Roth or individual account? Ty in advance
@CalltoLeap9 ай бұрын
l usually buy them in both accounts.
@Julia-qs7jl11 ай бұрын
what to do if income restricted from contributing to roth iras? what other retirement accounts are there that are tax free? can you do a video on backdoor roth iras?
@HIPnotic9997 ай бұрын
TY Steve! If you have an acct with Fidelity, can you buy VOO or other ETF/index fund from another company?
@tashaschenck40767 ай бұрын
Hi I have Fidelity & purchased VOO. There are no fees associated bc it's Vanguard
@deloniusmonk49234 ай бұрын
I find these videos great information - I have family in the US and they put me onto them - My question is however, would I be able to open the Roth IRA as a British citizen?
@edcastillo44563 ай бұрын
Depends. Are you a British citizen living abroad or the US?
@pawsitiveleader87103 ай бұрын
have 113k IRA, brokerage firm charging me several hundreds in service fees., quarterly. I want to manage on my own. I'm 55 yrs old need this to grow to 2m in 20 yrs. Currently the management broker has the money in low return, low risk bank mutual funds etc. retire at 75. what's a good mixture for this growth and what would the risk be? moderate, low etc?