Objective information about retirement, financial planning and investments



  1. Please tell retires that the money they make inside their Roth IRA is taxable when you take it out. Only the money you put in it is tax free upon taking it out.
    I’m paying for this oversight this year on my income tax.

    • Roger Wohlner says

      Betsy thanks for the comment. Your situation is different than most I’ve encountered, generally in my experience all withdrawals are tax free as long as certain rules are adhered to.

  2. Going into my second year as a business owner, I plan to open up an employer plan. Something I’ve been looking forward to because of the contributions limits!

  3. Roger Wohlner says

    Kudos and thanks for the comment Michael.

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