Managing Your Financial Future with Lucia Capital Group

Here's How to Supersize Your Roth!

Lucia Capital Group Episode 206

Having money in a Roth account can be great - especially if the cost to get that money in there is minimal.  But there are some people who cannot contribute to a Roth IRA because their annual income is too high.  

Wouldn't it be great if you could not only get money into a Roth without worrying about the income limits, but also be able to fund a lot more than the $7,000 or $8,000 that is currently allowed? This is where the so-called "Mega-Roth" (or "Super-Roth") may be a wonderful solution.

What is it, and how does it work?  Podcast host Johnny Dean and his guest, "Professor" Rick Plum, CFP® give you the answers on this week's episode of Managing Your Financial Future!