Can You Max Out a Roth 401k and Roth IRA in the Same Year? (FQF)

In today's Five Question Friday, we cover these five questions:

1. Can you contribute the maximum to both a Roth 401(k) and a Roth IRA in the same year?
2. Am I comfortable linking accounts to financial apps?
3. What are my thoughts on Boldin's new approach to setting rates of return?
4. How do the mechanics of a 70/30 portfolio work?
5. What are my thoughts on Mark Zoril vs Boldin's advisory services?

Bonus: We'll look at a new tool that enables you to link your Amazon account to the budgeting tool Monarch Money.

Monarch Money: https://go.robberger.com/monarch/yt-fqf (use code MONARCDHVIP to get 50% offer your first year)
Boldin: https://go.robberger.com/boldin/yt-fqf

0:00 - Intro
1:36 - Can you contribute the maximum to both a Roth 401(k) and a Roth IRA in the same year?
3:25 - Am I comfortable linking accounts to financial apps?
8:54 - What are my thoughts on Boldin's new approach to setting rates of return?
16:18 - How do the mechanics of a 70/30 portfolio work?
18:32 - What are my thoughts on Mark Zoril vs Boldin's advisory services?
22:44 - Amazon account/Monarch Money

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*Financial tools I use:*

*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/empower/yt-

*I use Rocket Money to manage our budget:* https://go.robberger.com/rocket-money/yt-

*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/boldin/yt-

*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-

*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.