Your IRA Has a Partner You May Be Overlooking
Your IRA may be large, but how much of it could eventually belong to the IRS? JoePat Roop and Taylor Lee unpack forward-looking tax strategy, Roth conversions, Medicare surcharges, Social Security, in...
25 Aug 28min
Roth vs. IRA: Which Side Wins the Fight?
Could your 401(k) become a retirement tax headache? JoePat Roop breaks down the Roth versus traditional IRA debate, required minimum distributions, Medicare surcharges, and why taxes often become a bi...
18 Aug 30min
One Retirement Decision, Four Financial Consequences
The 4% rule sounds simple until taxes, Medicare, and real-life goals enter the equation. JoePat Roop and Taylor Lee explore how retirement withdrawals interact with Social Security, Roth conversions, ...
11 Aug 24min
Is There a Tax Time Bomb in Your 401(k)?
Your 401(k) balance may not tell the full story if taxes are still waiting inside it. JoePat Roop & Taylor Lee discuss the “tax time bomb” that can come with traditional retirement accounts, future ta...
21 Juli 31min
Trump Accounts: Opportunity or Hype?
A new retirement account is making headlines, but does it belong in your family’s financial plan? JoePat Roop discusses the new Trump Accounts, Social Security timing strategies, Roth conversions, and...
14 Juli 29min
Financial Freedom Could Start With a Tax Strategy
What if your biggest retirement risk isn’t the market—but the tax bill waiting for you? JoePat Roop discusses financial independence, rising national debt, Roth conversions, tax-efficient retirement i...
7 Juli 21min
Jocko Willink on Discipline, Leadership, and Retirement
What can a Navy SEAL commander teach retirees about financial planning? JoePat Roop and special guest Jocko Willink explore leadership, discipline, simplicity, personal responsibility, and the princip...
6 Juli 8min
