Show Notes
Discover the three ways to fund your IRA with Carrie Cook, CEO of Preferred Trust Company. This short series goes over the three ways to fund your IRA, a big misconception, and a comparison between 2022 and 2023 contributions.
Timecodes:
0:50 3 ways to fund your IRA
1:18 Rollover of 401k
2:28 Transferring Funds
4:00 Big misconception
4:50 Make contributions
5:10 2022 vs 2023 contributions
6:30 SEP IRA
7:25 Simple IRA
8:30 Recurring Contributions
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Disclaimer: Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice.
