In this episode: roth versus traditional IRA, second generation FI, FI and newlyweds, and retirement planning optimization.

This week we are diving back into the listener Mail Bag with our returning guest Rachael Camp to answer questions from the community! Today we will be discussing the differences between Roth and Traditional IRAs and the future variables and factors you should consider, as well as discuss the new rules and considerations surrounding 529 plans and how to best financially plan when considering your children and your spouse. Listen along as YOU, the community, dictate the conversation with your hot-button FI questions!

Rachael Camp:

Website: rachaelcampwealth.com
Twitter: @camp_wealth
YouTube: @CampWealth
Instagram: @campwealth

Resources Mentioned In Today’s Episode:

More Helpful Links and FI Resources:

Top 10 Recommended Travel Rewards Credit Cards
Empower: Free Dashboard to Track Your Finances
CIT Bank Platinum Savings Account
M1 Finance: Commission-Free Investing, 1-click rebalancing
CashFreely: Maximize Your Cash Back Rewards
Travel Freely: Track all your rewards cards and points
Emergency Binder: For Your Family’s Essential Info (code ‘CHOOSEFI’ for 20% off)
Student Loan Planner: Custom Consult (with $100 Discount)
Get a cheaper phone plan with Mint Mobile

Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp

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