Comment “MASTERCLASS” if you want an invite to my next beginners investing livestream! 🌟 If you have a Roth IRA, here are 3 key things to know: 1. You can withdraw your contributions anytime without taxes or penalties. 2. You can take out up to $10k for a first home purchase, as long as your account is at least 5 years old. 3. Make sure to invest in assets to benefit fully from your account By leveraging these benefits and investing wisely, you can set yourself up for long-term financial succes
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Comment “MASTERCLASS” if you want an invite to my next beginner…
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Did you know there’s more than one 5 year rule when it comes to Roth IRAs? In fact, there are three key 5 year rules that could impact how and when you can access your money without penalties. These rules can make a big difference in your long-term financial strategy, especially when it comes to retirement planning. Want to understand how they work? Check out my latest video where I break down each of these 5 year rules and explain what you need to know to make the most of your Roth IRA! 💸 -Ste
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Did you know there’s more than one 5 year rule when it comes to Roth …
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Check out this video to discover the 4 essential steps to creating a Backdoor Roth IRA! 🌟📈 1. Open a traditional IRA account. 2. Click on transfer → link checking accounts 3. Convert your traditional IRA to a Roth IRA. 4. Reap the benefits of tax-free growth and withdrawals in retirement! 👍 I’ll talk more about how to grow a Roth IRA to $1M at my investing livestream on Tuesday. Comment “LINK” and I’ll send you an invite! 🙂👇 Remember, every step forward in setting up your Backdoor Roth IRA
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Check out this video to discover the 4 essential steps to creating a Bac…
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Everyone talks about the benefits of starting a Roth IRA, but few show you how to do it. Check out my video for a step-by-step guide on setting up your Roth IRA 🔥 Have more questions about starting a Roth IRA? Comment “INVEST” or tag a friend to join my next beginners investing livestream on Tuesday! 🙂 Here's how to open a Roth IRA: 1. Google Vanguard, Fidelity, or Schwab 2. Click Open an Account 3. Go to dashboard → transfer → set up monthly recurring deposits 4. Buy shares of S&P funds each
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Everyone talks about the benefits of starting a Roth IRA, but few show …
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Everyone talks about the benefits of starting a Roth IRA, but few show you how to do it. Check out my video for a step-by-step guide on setting up your Roth IRA. Have more questions about it? Comment “INVEST” or tag a friend to join my next beginners investing livestream on Tuesday! 🙂 1. Open an account 2. Go to dashboard → transfer → set up monthly recurring deposits 3. Buy assets that will grow over time (SPY, IVV, VOO, FXAIX, SWPPX) 4. Watch your money grow Investing early is crucial. The so
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Everyone talks about the benefits of starting a Roth IRA, but few show …
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Some people online tell you to invest in a Roth IRA this summer but no one actually shows you how. In this video, I’ll walk you through the exact step-by-step tutorial so you can finally get started. Save this for later and share it with a friend who needs it too! -Steve If you’re ready to start investing this year, don’t miss my next Beginner’s Investing Masterclass! Sign up now — link in bio! Follow @calltoleap Follow @calltoleap for investing videos Follow me @calltoleap to start your journey
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Take This Extra Step in Your Roth IRA to Protect Your Retirement! Most of us didn’t learn about money in school, so we turn to social media or online forums for financial advice—some of which can be misleading. One BIG mistake people make? They open a Roth IRA but don’t actually invest the money inside it! 💸 Your contributions just sit there, not growing, unless you invest in stocks, ETFs, or index funds. Want to learn how to invest your Roth IRA the right way? I’m hosting a beginner-friendly i
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