There is $19 trillion sitting in American retirement accounts and approximately 1 in 5 of those accounts isn't invested in anything. The money is in cash, and those people may not know.
In this episode, Mikey Taylor and Michael Michalov break down what some don’t realize they do with their 401(k)s and IRAs. From the 100% matching employees may be leaving on the table, to the Roth conversion strategy Mikey used the year he started his company, this is the retirement conversation you may not have had before.
In this episode:
• The $19 trillion problem
• The Vanguard study: most people sitting in cash don't know they are
• Max the match: the closest thing to “free money” people ever get?
• Roth vs. traditional — where do you want to be taxed?
• The Roth conversion move (income limits don't apply to conversions)
• IRA diversification beyond the stock market — real estate and private markets
This podcast is for education only and is not financial, tax, or legal advice. Talk to your own advisor before making any moves.
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