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THE ROTH GUY

with Jude Wilson, CWS®, MBA, BPC™

LET’S MAKE YOUR FINANCIAL STORY A HEROIC ONE.

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Effective retirement planning is all about balance. Listen in as Jude explains how, by strategically mixing traditional and Roth accounts, it’s possible to enjoy both immediate tax benefits and tax-free income in retirement. #IRA #RothIRA #401k #FinancialAdvisor _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592
Tax Deductions: Roth Vs Non-Roth Accounts
Roth accounts offer a powerful way to save for the future. While you don’t get a tax deduction for contributions, the money grows tax-sheltered, and you can withdraw it tax-free in retirement. #Roth #TaxPlanning #RetirementPlanning _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592
What is a Roth?
Join us for this episode of “The Roth Guy” as we cover the fundamentals of Roth IRAs. We'll start with the basics: What exactly is a Roth IRA? Jude breaks down the essential components, including the differences between traditional IRAs and Roth IRAs, and why it's crucial to consider tax diversification in your retirement strategy. He’ll also cover important topics such as contribution limits and eligibility for 2024, as well as the differences between Roth contributions and conversions. This episode is packed with valuable information and a hint of what's to come in future episodes, including deeper dives into Roth conversions and strategic planning to maximize your retirement savings. Whether you're new to Roth accounts or need a refresher, you won’t want to miss this one! Here’s some of what we discuss in this episode: 0:00 – Intro 0:52 – The basics of Roth IRAs and tax diversification 5:55 – Contribution limits in 2024 + finding balance 10:49 – Roth contributions vs conversions 14:03 – Roth conversions and Medicare premiums #RothIRA #Roth401k #TheRothGuy Tax Efficient Funnels pdf: https://drive.google.com/file/d/1YnSHWcmkRQQ377l_2esKw-PufDDS4CPb/view?usp=sharing _______________________________ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ _______________________________ CONTACT ☎ Website: https://centrusfs.com/podcast/ Call: 800-779-4592
The Basics of Roth IRAs Explained!
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Meet Your Guide

 

Just like any great superhero movie, your financial journey has its challenges- taxes, inflation, market risks- but with the right guidance, you can become the hero of your own financial story. CWS®, MBA, Jude Wilson has over 25 years of experience in retirement planning and has successfully guided individuals across multiple generations to achieving their desired retirement lifestyle. Jude is highly skilled in tax reduction strategies and specializes in creating effective retirement plans tailored to each client’s unique needs and aspirations.

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