<description>&lt;p class="MsoNormal" style= "margin-bottom: 0in; mso-hyphenate: none; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt; &lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; We've received some great questions from clients recently. For instance, if you got a raise at work, but your household now makes too much money to contribute to a Roth IRA, what do you do? Where should your investments go if you like tax-free growth?&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; mso-hyphenate: none; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt;  &lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; mso-hyphenate: none; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt; &lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; Tune in to this episode as Marc answers this question and others, like how to use a health savings account, how to save for your kids' college, and more. As always, we're here to answer any financial questions you have. Stay tuned to see what you can learn from these listener questions!&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; mso-hyphenate: none; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt;  &lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; mso-hyphenate: none; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt; &lt;strong&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: 'Times New Roman';"&gt; In this episode, we'll share:&lt;/span&gt;&lt;/strong&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; &lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; mso-hyphenate: none; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt;  &lt;/p&gt; &lt;ul&gt; &lt;li class="MsoNormal" style="border: none;"&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; What to do if you make too much money for a Roth? &lt;strong style= "mso-bidi-font-weight: normal;"&gt;&lt;em style= "mso-bidi-font-style: normal;"&gt;(0:32)&lt;/em&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/li&gt; &lt;li class="MsoNormal" style="border: none;"&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; How to use a health savings account? &lt;strong style= "mso-bidi-font-weight: normal;"&gt;&lt;em style= "mso-bidi-font-style: normal;"&gt;(5:16)&lt;/em&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/li&gt; &lt;li class="MsoNormal" style="border: none;"&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; Should I stop contributing to my 401(k)? &lt;strong style= "mso-bidi-font-weight: normal;"&gt;&lt;em style= "mso-bidi-font-style: normal;"&gt;(7:22)&lt;/em&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/li&gt; &lt;li class="MsoNormal" style="border: none;"&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; How to save for kids' college? &lt;strong style= "mso-bidi-font-weight: normal;"&gt;&lt;em style= "mso-bidi-font-style: normal;"&gt;(12:30)&lt;/em&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/li&gt; &lt;/ul&gt; &lt;p&gt; &lt;/p&gt; &lt;p&gt;&lt;strong&gt;&lt;span style="font-size: 14pt;"&gt;Get in touch with Marc and PFA: &lt;/span&gt;&lt;/strong&gt;&lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt; &lt;span style="font-size: 14pt;"&gt;Web: &lt;a href= "https://www.pfaretire.com/about-us/our-team.html"&gt;&lt;span style= "line-height: 107%; font-family: Arial, sans-serif;"&gt;https://www.pfaretire.com/about-us/our-team.html&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNormal" style= "margin-bottom: 0in; border: none; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; mso-border-shadow: yes;"&gt; &lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; color: black;"&gt; Phone :308-534-8210&lt;/span&gt;&lt;/p&gt; &lt;p&gt;&lt;span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"&gt; &lt;strong style="mso-bidi-font-weight: normal;"&gt;&lt;em style= "mso-bidi-font-style: normal;"&gt; &lt;/em&gt;&lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;</description>

Make Retirement Work

Marc Werkmeister

Mailbag- Roth Contribution Limits, Saving For College and More

JUL 20, 202318 MIN
Make Retirement Work

Mailbag- Roth Contribution Limits, Saving For College and More

JUL 20, 202318 MIN

Description

We've received some great questions from clients recently. For instance, if you got a raise at work, but your household now makes too much money to contribute to a Roth IRA, what do you do? Where should your investments go if you like tax-free growth? Tune in to this episode as Marc answers this question and others, like how to use a health savings account, how to save for your kids' college, and more. As always, we're here to answer any financial questions you have. Stay tuned to see what you can learn from these listener questions! In this episode, we'll share: What to do if you make too much money for a Roth? (0:32) How to use a health savings account? (5:16) Should I stop contributing to my 401(k)? (7:22) How to save for kids' college? (12:30) Get in touch with Marc and PFA: Web: https://www.pfaretire.com/about-us/our-team.html Phone :308-534-8210