Laurie has a unique question:
Can you use a Roth IRA as a sinking fund for short-term goals?
In this episode, Scott breaks down how Roth IRAs work, what a “sinking fund” really is, and the pros and cons of mixing the two.
We’ll cover tax implications, contribution limits, withdrawal rules, and when it might make sense—or not—to use a retirement account for non-retirement spending. Whether you’re thinking about a big purchase, planning for future expenses, or just curious about maximizing your Roth, this episode gives you the clear, practical guidance you need.
Get on our phone calendar, for free, at
TuckerRetirement.com.
