Ep. 78 - Building Wealth with a Roth IRA

What is a Roth IRA, and How can you use a Roth to build wealth?

 

On this episode of Through The Pines, we’ll discuss all things Roth IRA’s, including…

 

• • Roth vs. Traditional IRA’s
  • What is a Backdoor Roth Contribution?
  • When can you do Roth Conversions?
  • What is a MEGA-Backdoor Roth?
  • Does your 401K Allow Roth’s?
  • 3 Money Types in a Roth IRA
  • What is the 5 Year Rule?

 

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while Rollerblading the Newport Beach Boardwalk, this is Through the Pines.

 

Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com

 

2023, 2024 & 2025 Forbes Best in State Wealth Management Teams For Utah - 

Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -

Receivers of the Ameriprise Client Experience Award - 

 

Financial Advisors: Baxter, Smith & Associates

Contact: [e-mail]

Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates

 

Notes: Refer to Ameriprise 2024 Stock Market Year in Review: https://www.ameripriseadvisors.com/rex.m.baxter/insights/2024-stock-market-reflections?CID=MOD_ME_1224_C_2

 

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This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.

 

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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.

 

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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.

 

Through the Pines Podcast Copyright, The Banyan Collective - 2025