Year End Bonus

Brought to you by Corey Keltner

On December 12, 2019

Some of your clients may be receiving year end bonuses this year and hopefully have decided to save at least part of it. In this video, we are going to look at a common question of shoring up an emergency fund vs investing for the long term and discuss an approach that can allow some clients to accomplish both goals using a Roth IRA.

We will discuss:

  • 3 potential answers to the question of where to invest the money
  • How much you can invest after taxes
  • The Roth contribution as a savings extension

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