$5500 per year to tax-free Millionaire: Why you need a Roth IRA

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  • เผยแพร่เมื่อ 25 ธ.ค. 2024

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  • @blackworldtraveler3711
    @blackworldtraveler3711 7 ปีที่แล้ว +658

    I started my nieces and nephews contributing to their Roth IRA at 12 years old.
    My oldest niece is 24 and already has almost $70k so far.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +63

      +BlackWorldTraveler That's awesome!

    • @baltazarresendez3990
      @baltazarresendez3990 6 ปีที่แล้ว +84

      You're the cool uncle

    • @ShivayaPrince-shivaay
      @ShivayaPrince-shivaay 6 ปีที่แล้ว +3

      BlackWorldTraveler what about the extremely low interest rate now?

    • @johnsmith4630
      @johnsmith4630 6 ปีที่แล้ว +7

      I AM GOD it is an account that invests in stocks, generally, not bonds or a savings acct

    • @ShivayaPrince-shivaay
      @ShivayaPrince-shivaay 6 ปีที่แล้ว +6

      John Smith when I went to open an Roth IRA at my bank the gentleman said I wouldn't profit much due to the extremely low interest rates now...

  • @wenlu9053
    @wenlu9053 5 ปีที่แล้ว +183

    I stopped at 7 min and opened a Roth IRA on Vanguard. Thank you :)

    • @GrahamStephan
      @GrahamStephan  5 ปีที่แล้ว +14

      AWESOME!!

    • @dasein9980
      @dasein9980 5 ปีที่แล้ว +3

      @@GrahamStephan 1:32 bro? Wtf are you talking about? There is no doubling. The difference between investing at 18 versus 19 is only about $1000. Sorry, that is not "doubling" your investment.

    • @geosock
      @geosock 5 ปีที่แล้ว +5

      dasein it’s initial investment, like the 1000 dollars a month part. Although he’s still wrong

    • @musashimiyamoto9035
      @musashimiyamoto9035 4 ปีที่แล้ว +9

      ​@@geosockAlthough it's a little misleading he isn't wrong, that extra 1000 is Doubling your initial investment of $1000.

    • @colin1818
      @colin1818 4 ปีที่แล้ว +1

      That's great and all, but did you SMASH the like button for the TH-cam algorithm?

  • @mikehicksRE
    @mikehicksRE 7 ปีที่แล้ว +1473

    My dad forced me to open a roth IRA when i was 18 and i was so mad i couldnt spend the money on a car i wanted... Few years later after regular contribution i looked at it and was happy as a pig in shit lol i definitely recommend everyone have one of these.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +303

      Dude you've got a great dad!

    • @johnhornbarger6192
      @johnhornbarger6192 7 ปีที่แล้ว +57

      mike hicks my dad literally made me do the same thing haha!

    • @jumpman366
      @jumpman366 7 ปีที่แล้ว +3

      mike hicks lmfao

    • @ScoobyDooDoo415
      @ScoobyDooDoo415 7 ปีที่แล้ว +9

      mike hicks that's country!!😂😂😂

    • @gamechaser94
      @gamechaser94 7 ปีที่แล้ว +11

      First brother i lve seen commending this plus ive lookwd into ir a little so I'm getting on it

  • @LanLe-rz4lm
    @LanLe-rz4lm 5 ปีที่แล้ว +177

    Thanks to you, I'm learning it in my early 40s. Late, but better than 50s or never.

    • @lucio20006
      @lucio20006 5 ปีที่แล้ว +12

      Lan Le you are right about it.
      Im 39. I regret not to know about roth ira before.

    • @TheRaviHirani
      @TheRaviHirani 4 ปีที่แล้ว +4

      I am in the same boat as you!

    • @007NowOnline
      @007NowOnline 4 ปีที่แล้ว +17

      It really makes me angry they never talked about this stuff in school. Instead of calculus they should be teaching kids how to invest and budget their money and life skills. I'm nearly 31. And only just opened up my Roth IRA account and a 401k. I will try to put in at least two the $3,000 per year into it and hopefully catch up and make at least 700,000 by time I'm 60 if I'm lucky. I'm going to do what he said in this video and put all my money into an S&P 500 Index Fund or maybe one of those target-date retirement funds.

    • @evanh.6097
      @evanh.6097 4 ปีที่แล้ว +2

      Luckily you’re nearing age 50, so you’ll be able to do the catch up program, so you’ll be able to contribute extra. Good to know the government looks out for us sometimes lol.

    • @Michael-kv5ff
      @Michael-kv5ff 4 ปีที่แล้ว

      @@007NowOnline ikr😒

  • @Philipbanks7
    @Philipbanks7 6 ปีที่แล้ว +16

    Hey man I’m only 14 years old and I love your videos. I’m going to to sign up for a Roth IRA with my parents and become a millionaire thanks to you! Thanks for all the great content!

  • @shinymystery
    @shinymystery 6 ปีที่แล้ว +45

    I'm 28 and I just started investing first day of 2019. I set up my Roth IRA and maxed out my 2018 and 2019 contributions ($11,500 total) and invested on S&P 500 as well. Thanks for the video

    • @mostnvdyme
      @mostnvdyme 5 ปีที่แล้ว +12

      I'm 28 too and want to start investing as well finally. We all got to start somewhere!

    • @ethanzhou909
      @ethanzhou909 5 ปีที่แล้ว +1

      shinymystery is it VOO ?

    • @samuelmarvin5707
      @samuelmarvin5707 2 ปีที่แล้ว

      @@mostnvdyme Hi 👋, there’s this new loans cooperation offers that are fill with great benefits and great profits. I did love if you could just apply for this benefiting Loans Cooperatives here. If you’re interested kindly dm me lets talk better on how you can apply on this project of profitable loans savings with great joy of benefits. Please don’t loose this chance / favorable offers we’ve got to offer with great income to get..💯

  • @XxAssassinYouXx
    @XxAssassinYouXx 7 ปีที่แล้ว +81

    I got a Roth IRA when I was 17 I contributed 100, and added 100 every month. I've had it for a year now and still going.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +12

      +XxAssassinYouXx Great work!

    • @Ki-yg1ds
      @Ki-yg1ds 4 ปีที่แล้ว +1

      Luis Rufino are you with black science man

    • @endergamingtv6135
      @endergamingtv6135 4 ปีที่แล้ว

      How much do you have now?

    • @XxAssassinYouXx
      @XxAssassinYouXx 4 ปีที่แล้ว +1

      @@endergamingtv6135 about 6k

    • @XxAssassinYouXx
      @XxAssassinYouXx 4 ปีที่แล้ว

      @@Ki-yg1ds yes, my old profile picture was with Neil Degrasse Tyson

  • @MoneyandLifeTV
    @MoneyandLifeTV 7 ปีที่แล้ว +36

    Thank you for sharing your enthusiasm Graham in regards to Roth IRA's. I love them. I wish I had opened mine a lot sooner. (Started at 30) My wife and I each have one, and we are maxing them out. But you are correct you cannot just rely on a Roth, but they are a tremendous asset.
    We currently have:
    2 Roth IRA's
    2 401k's
    1 Traditional brokerage account to help grow our retirement.
    Next step is maybe turning our current home into a rental if I can convince my wife. I do not want to sale it. We got it at such a good price back in 2012.
    Thanks for the vid!

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +1

      Great work! Are you on the reddit financial independence forum, by any chance?

    • @marksweetser6312
      @marksweetser6312 7 ปีที่แล้ว

      MKChip: Money & Life TV did I miss the memo? is the word not "sell"?

  • @XxAlex530xX
    @XxAlex530xX 7 ปีที่แล้ว +309

    holy crap thank you man! I'm 20, glad I finally stopped watching generic blogs on youtube

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +3

      +MissionForDays96 🙌🏼

    • @alexanders1330
      @alexanders1330 6 ปีที่แล้ว

      same boat!

    • @BigRed2
      @BigRed2 6 ปีที่แล้ว +11

      AlexNOSAM Stats prove you wrong , most americans are not saving enough for retirement

    • @migo-migo9503
      @migo-migo9503 5 ปีที่แล้ว +1

      So lucky that you found out about this. I wish I had the same opportunity when I was 20. I learned about it when I was 28, it's only been a few years but the gains are ridiculous. Knowing it's not taxed makes it even more ridiculous lol. Best of luck!

    • @tangledrootsmedia
      @tangledrootsmedia 5 ปีที่แล้ว +2

      @@BigRed2 My daughter is 3. I "just" started my account unfortunately but fortunately I started. and I cant wait until she has income so I can help/educate her to as to why she wants this account.. You are so right.. MOST either don't save or if they try to save don't understand return..@graham stephan .. Thank you bro! I hope you live your life and your life treats you better than you could imagine.

  • @seanmalone2604
    @seanmalone2604 7 ปีที่แล้ว +85

    I'm 16 and in high school. Thank you so much for putting this in terms I can understand.

    • @person-yk7kn
      @person-yk7kn 4 ปีที่แล้ว

      @Jim Prpich can you guys explain to me the compound intrest and how the money grows so much, i cam kind of confused on that. Do you just save money into a roth ura acc and the money grows naturally or do you have to do something with that money to make it grow?

    • @person-yk7kn
      @person-yk7kn 4 ปีที่แล้ว

      @Jim Prpich so they give you intrest to deposit money into an IRA? And they grow that money themselves and give me a portion of it?

    • @person-yk7kn
      @person-yk7kn 4 ปีที่แล้ว +1

      @Jim Prpich Thanks, i understand it more now, im gonna be tryning to open a roth ira and a 401k and deposit a some of my paycheck into my savings acc for a house and car. I am starting at 16 now so hopefully i can have the paitence for all that.

    • @person-yk7kn
      @person-yk7kn 4 ปีที่แล้ว

      @Jim Prpich after highschool, i am gonna go to collage, but still gotta pick a major. I know collage is contreversal but i feel like i need it since i am bengali and if i am going to try to get a good job, there will be some people who will see me as less because of my color. Then gonna work based on the major i pick, i think i might go into someting involving sience like chemistry or enviormental.

    • @seanmalone2604
      @seanmalone2604 4 ปีที่แล้ว +4

      Hey Everyone! Just a lil update because you guys are posting such great advice in the comments. I’m almost 20 now and I’ve got a 752 credit score, nearly $20,000 in the stock market and I’m paying my way through college on track to graduate with absolutely 0 debt!

  • @michaelatkinson1949
    @michaelatkinson1949 7 ปีที่แล้ว +131

    My finance teacher had the same enthusiasm as graham did on stressing this to us. now I'm gonna do it no matter what.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +25

      +Michael Atkinson DO IT! I like your finance teacher 😂

    • @1GekoKing
      @1GekoKing 7 ปีที่แล้ว

      GrahamStephan I already have an IRA, but I just told my girlfriend about it and she immediately said she isn't interested in this. Mainly because she said not everyone will live to 60. What would you do or say in this situation?

    • @michaelatkinson1949
      @michaelatkinson1949 7 ปีที่แล้ว +3

      that stupid thing to say 1. the majority of people living now will live over 100 2. and lastly i like a better savings account. 3.

    • @mar.c1
      @mar.c1 3 ปีที่แล้ว

      @@1GekoKing You can always just take the amount out if you wanted after you put it in. You made one yet?

    • @1GekoKing
      @1GekoKing 3 ปีที่แล้ว

      @@mar.c1 I already had one when I commented. She has one now also but only in the money market account. She still hasn't invested into an actual ETF or stock.

  • @tiffanyonwudinanti
    @tiffanyonwudinanti 7 ปีที่แล้ว +143

    I wish you were my financial teacher when I was in high school. I graduated a year early, so I'm taking this year to grow and build as a person. Thank you for making QUALITY content

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +6

      Thank you for watching!!

    • @tylerjenk73
      @tylerjenk73 7 ปีที่แล้ว +4

      Tiffany Onwudinanti what are you doing to build yourself as a person?

    • @brandonf6174
      @brandonf6174 7 ปีที่แล้ว +1

      Me too

    • @chungchan2678
      @chungchan2678 7 ปีที่แล้ว +3

      are you bigger than 6ft yet?

    • @saplingqwason
      @saplingqwason 7 ปีที่แล้ว +4

      pretty sure they don't teach personal finance in high school.

  • @roosterp
    @roosterp 7 ปีที่แล้ว +29

    Thanks for all the information Graham, I turn 18 in about 3 weeks signing up for a Roth IRA is definitely one of the first things I am going to do as soon as I am 18!

    • @marksweetser6312
      @marksweetser6312 7 ปีที่แล้ว +1

      Rooster P nice work

    • @WoodT92
      @WoodT92 6 ปีที่แล้ว +3

      Did you end up doing it?

  • @nooshka
    @nooshka 5 ปีที่แล้ว +2

    Hey Graham, I opened my Roth IRA right after I watched it and moved the majority of my checkings into it. :) Thank youuuu!!!!

  • @purpleguddess
    @purpleguddess 7 ปีที่แล้ว +10

    Thanks G. I'm 24 and just now really understanding this.

  • @jockzonhoarses7026
    @jockzonhoarses7026 7 ปีที่แล้ว +144

    I've been watching Graham for 3 months and I've started a side business and got a job, and stopped spending over $200 a month on useless stuff I would've otherwise.
    Thanks for the videos, Graham!
    *Investing and finance videos 26/50 Subscriber goal*

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +31

      +StockzOnHoarses FUCK YES!! That's like you've just MADE another $200 per month, well done!

    • @renaissancemen1
      @renaissancemen1 7 ปีที่แล้ว +2

      yougotservedyo he is a Jesus freak.

    • @maddog2622
      @maddog2622 6 ปีที่แล้ว +2

      renaissanceman Doesn't mean he isn't great with finances

    • @samuelmarvin5707
      @samuelmarvin5707 2 ปีที่แล้ว

      Hi 👋, there’s this new loans cooperation offers that are fill with great benefits and great profits. I did love if you could just apply for this benefiting Loans Cooperatives here. If you’re interested kindly dm me lets talk better on how you can apply on this project of profitable loans savings with great joy of benefits. Please don’t loose this chance / favorable offers we’ve got to offer with great income to get..💯

  • @13andmadwastaken
    @13andmadwastaken 7 ปีที่แล้ว +31

    I've had a roth ira since I was 18 but still watched. Great advice Graham! Helping young people around the world :)

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +5

      I WISH I got one when I was 18...had no idea they even existed back then, ha

    • @urwrstntmre
      @urwrstntmre 7 ปีที่แล้ว +1

      VirtualProductions How's bragging camp going?

    • @13andmadwastaken
      @13andmadwastaken 7 ปีที่แล้ว +8

      you read my comment totally wrong bud

    • @Eddieboy3385
      @Eddieboy3385 7 ปีที่แล้ว +1

      VirtualProductions how much money did u put into it yearly? If u don't mind me asking

    • @urwrstntmre
      @urwrstntmre 7 ปีที่แล้ว +1

      Edward Hernandez I started at age 17 and have put an average of 1,650 in annually. I've had it for 4 years.

  • @IndependentInvestor
    @IndependentInvestor 7 ปีที่แล้ว +7

    I would make one recommendation out there to open a SELF MANAGED ROTH IRA to ELIMINATE FEES in the account and accomplish wealth preservation going forward. This is one the primary focuses on my channel and I agree that's the single most important account a person can start! This important information needs to reach as many people as possible, good video and good work on getting the word out!

  • @crocodilealligator402
    @crocodilealligator402 4 ปีที่แล้ว +1

    Currently 16 and am hooked on all your videos. I really appreciate that you take time to make videos explaining things that no school does and i'm confident you are the reason more people will be successful in life including me. So thanks for doing what schools and parents can't.

    • @holzdamolz
      @holzdamolz 4 ปีที่แล้ว

      The younger you start the better! Your in a good position

  • @kanicshep
    @kanicshep 6 ปีที่แล้ว +17

    Been putting about $1200 in mine since I opened it in my early 20s, it's working out so well.

    • @GrahamStephan
      @GrahamStephan  6 ปีที่แล้ว +3

      Awesome!!

    • @noahpaulos5931
      @noahpaulos5931 4 ปีที่แล้ว

      question, when i contribute money do i need to buy index fund or etf or just contribute & do nothing??

    • @exaucemayunga22
      @exaucemayunga22 4 ปีที่แล้ว

      @@noahpaulos5931 you can do both

    • @missyoungkhalifa28
      @missyoungkhalifa28 4 ปีที่แล้ว

      You put in $1200 monthly??

    • @kanicshep
      @kanicshep 4 ปีที่แล้ว

      @@missyoungkhalifa28 Naww annually

  • @xomoreno3008
    @xomoreno3008 7 ปีที่แล้ว +14

    Graham, you have educated me so much in real life shit more than school. I truly appreciate it a lot what you're doing on this platform is pure genius and amazing ! Keep it up from a supporter since D1 much love

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +4

      Thanks so much man, seriously - that means so much to hear that you enjoy it and that they're helpful!

  • @NachoTV
    @NachoTV 6 ปีที่แล้ว +194

    Looks like im putting money into a roth ira this year..wish i knew this when i was 19

    • @jj7958
      @jj7958 6 ปีที่แล้ว +8

      younger the better, but it's a great choice at any age

    • @thrombosis1
      @thrombosis1 6 ปีที่แล้ว +3

      I’m 19 looks like a perfect time to start

    • @jaicee9743
      @jaicee9743 6 ปีที่แล้ว +1

      Nacho TV thank you for saying that I’m 19 and you saying that it confirms this might be good for me take risk and try new things🤷🏽‍♂️

    • @williamchristiansenwenners8140
      @williamchristiansenwenners8140 6 ปีที่แล้ว

      Nacho TV I am 15

    • @tomh2567
      @tomh2567 5 ปีที่แล้ว

      Same here wish I did it at a young age.

  • @brandonfiore8982
    @brandonfiore8982 7 ปีที่แล้ว +29

    I forgot I had a Roth IRA, just logged onto Fidelity for the first time in about a year.

    • @ZanesFacebook
      @ZanesFacebook 5 ปีที่แล้ว

      Hope you remembered to actually pick some stocks and didn't just load funds and give up

    • @octaviousmotley7653
      @octaviousmotley7653 5 ปีที่แล้ว

      How fidelity work for you?

    • @iheartlreoy8134
      @iheartlreoy8134 5 ปีที่แล้ว +2

      ZanesFacebook picking stocks is stupid

    • @jeremyvanb821
      @jeremyvanb821 5 ปีที่แล้ว

      @@iheartlreoy8134 so just put it in a settlement fund and do nothing else, getting no growth? Yeah sounds smart. A Roth with no investments is just a bank account.

    • @iheartlreoy8134
      @iheartlreoy8134 5 ปีที่แล้ว +5

      Jeremy Vanbrunt investing in funds is smarter than picking individual stocks

  • @kimberlyv1993
    @kimberlyv1993 5 ปีที่แล้ว +1

    Thank you SO much for making this video. I'm currently 26 years and I'm just now learning what a 401K and what a Roth IRA is thanks to YOU! I'm so appreciative thank you thank you. I can't believe why they don't teach this in high school as students are preparing to enter the "real world" I also signed up to start contributing to my 401K at work after watching a ton of your videos. Definitely about to open a Roth IRA. Blown away at how much money you can earn.

  • @Alma_Tuzita
    @Alma_Tuzita 4 ปีที่แล้ว

    After 2 weeks of intensive research... This is by far the BEST MOST HELPFUL video on Roth IRAs I've watched and easily understood. THANK YOU Soooo VERY MUCH for ur time in putting this info together and sharing this awesome Golden knowledge!! Thank you!!

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      @grahamstephan7047 4 ปีที่แล้ว

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      @grahamstephan7047 4 ปีที่แล้ว

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  • @reveus5423
    @reveus5423 7 ปีที่แล้ว +124

    i started my roth ira account at 14!!!

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +30

      AMAZING!

    • @KelNg130
      @KelNg130 6 ปีที่แล้ว +11

      Well then you're WAY AHEAD than the majority of us! Time is on your side. Wish I could have made the decision to start early sooner...

    • @timpczman
      @timpczman 6 ปีที่แล้ว +14

      Awesome. you are ahead of 99.99999% of Americans!

    • @michaell8957
      @michaell8957 6 ปีที่แล้ว +1

      You have bright future, good for you.

    • @kirkroyse7305
      @kirkroyse7305 6 ปีที่แล้ว +10

      Nice work I started my daughters at 14 put 300 bucks a month in it

  • @EdwardOrnelas
    @EdwardOrnelas 7 ปีที่แล้ว +18

    To be fair, all your videos are important 👍

  • @morganharris2413
    @morganharris2413 7 ปีที่แล้ว +18

    I agree 100%! I'm 23 and have started a Roth IRA last year. As a civil engineer, I'm lucky enough to be able to save up the $5500 every year. Since October of 2016, my Roth IRA has increased by 15.4%. So I'm currently up to $6,387 in less than a year. And the idea in the end is to have enough money in my Roth IRA to be able to take out 7-8% every year and live on that WHILE the Roth IRA continues to grow at 10%. That would be a dream come true. And on top of that, I'll have my retirement from my job as well. Yeah, I plan on being a high roller.

    • @jamericanrebel
      @jamericanrebel 7 ปีที่แล้ว +2

      Morgan Harris I need to start doing this this. I have just under 50 thousand sitting in s money market account with only 1% return 😪 how do I get started? What one did you invest in?

    • @kafkamiroslava
      @kafkamiroslava 5 ปีที่แล้ว

      Did u invest in stocks or just leave the money there???

    • @ArianaMMR
      @ArianaMMR 5 ปีที่แล้ว

      Right did u invest or leave it

  • @ereyna1010
    @ereyna1010 4 ปีที่แล้ว +1

    Thanks for making this video, I’m 27 and had been thinking about this for a while without knowing all the specific details. This video has reignited my resolve to start contributing this year

  • @dennis007
    @dennis007 6 ปีที่แล้ว +11

    ROTH IRA started at year 2000. I have taken advantage of it for 18 years so far. For young people, do not miss the boat. Time is your friend.
    If you don't want to take the risk on stock market, you may consider buying long term CDs, iBond in the brokerage account for starters. ROI is important. But if you don't put the money in there for avoiding risk, ROI is nothing.

  • @GrahamStephan
    @GrahamStephan  7 ปีที่แล้ว +404

    FIRST

    • @Hctans
      @Hctans 7 ปีที่แล้ว +1

      my mom works too much because she invest in properties she usually moves every 4 years and gets a new house

    • @Hctans
      @Hctans 7 ปีที่แล้ว

      you should also do vlogs and I want to be a realestate agent

    • @mrjay6627
      @mrjay6627 7 ปีที่แล้ว

      GrahamStephan I'm older, nearing 40 and not apart of the "1%", to say the least,lol. would this it's still be viable for me? or what other investment strategies would you recommend for someone my age...outside of just real Estate?

    • @gabrielmargal6448
      @gabrielmargal6448 7 ปีที่แล้ว

      Mr Jay When I started, I would buy and sell used cars for profit. It is still a very viable option for people with smaller incomes. However you will eventually need a dealer license depending on the state

    • @joelgaitan3408
      @joelgaitan3408 7 ปีที่แล้ว

      GrahamStephan grahm can i borrow $100 from you? Plz :(

  • @TehSnipez1
    @TehSnipez1 7 ปีที่แล้ว +20

    My boy graham is on fire. I made my account when I finished watching the last video, I can't thank you enough man...

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +3

      YESS!!

    • @tomasevaristo9230
      @tomasevaristo9230 6 ปีที่แล้ว

      Where can I open a roth account

    • @TheFamilyONetwork
      @TheFamilyONetwork 6 ปีที่แล้ว

      Tomas Evaristo he mentioned several places in the video? Fidelity,and vanguard

    • @GlennShook
      @GlennShook 6 ปีที่แล้ว

      Vanguard, schwab, and t rowe price are my 3 favs and 3 big names in the game for sure.

  • @Mrczrsalad
    @Mrczrsalad 7 ปีที่แล้ว +6

    So much great information. You deserve 1 million subs tbh

  • @staytruewarriors9185
    @staytruewarriors9185 7 ปีที่แล้ว +58

    ROTH IRA is great! Thanks for the great examples :) I need to open one for my son!!

  • @ktriebol
    @ktriebol 6 ปีที่แล้ว

    Good advice. Here are two more good reasons for having a Roth IRA. These two issues will impact you during your retirement years:
    1. Social Security Retirement benefits are taxable if your income surpasses a certain threshold. Any withdrawals that you make from your Roth IRA DO NOT COUNT toward that income threshold. Withdrawals from a regular IRA do count toward that threshold.
    2. Your annual Medicare part B premium increases if your income surpasses a certain threshold. Any withdrawals that you make from your Roth IRA DO NOT COUNT toward that income threshold. Withdrawals from a regular IRA do count toward that threshold.

  • @kimberlyevangelista2258
    @kimberlyevangelista2258 5 ปีที่แล้ว +9

    It's been about 3 years since I made my coworker sign up for one of these ... he was 28 living paycheck to paycheck never saving anything until I convinced him to start ... he thanks me all the time because now he sees how his money has grown 💰💰💰

  • @dameonwite4794
    @dameonwite4794 7 ปีที่แล้ว +15

    It's the lower tax bracket for (usually) younger individuals that really sets the Roth IRA apart. Starting young with less money to contribute, but with more time on your side is just as, if not more powerful than a shorter period of time with high or even maxed ($5,500/yr) contributions when you're in a higher tax bracket. Great job on this video Graham. If I may ask, what particular fund do you put your Roth IRA money into? VFIAX?

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +5

      I 10000% agree with you. I have everything in VFIAX!

    • @zayneblack9280
      @zayneblack9280 7 ปีที่แล้ว +4

      Just came across this. VFIAX is a fantastic low cost large blend index fund which on average is netting 7% (adjusted for inflation). I would love a video talking in more detail about how you invest your money in the stock market. Do you put all of your invested money (besides real estate) in Vanguard funds like VFIAX?

    • @flyinbryan125
      @flyinbryan125 6 ปีที่แล้ว

      It's also a good spot to put that extra money if you're maxing out your 401k. Best of both worlds.

    • @johnderr6815
      @johnderr6815 6 ปีที่แล้ว

      VFIAX requires $10,000 minimum investment? How does that work...

    • @ccn042000
      @ccn042000 6 ปีที่แล้ว

      @@GrahamStephan don't you make too much to utilize roth

  • @_blacksunflowers_1384
    @_blacksunflowers_1384 5 ปีที่แล้ว +5

    Unfortunately at 26, I'm now learning about all of this on my own. I opened a Roth IRA with Fidelity today, thank you for all of your content!

    • @kamilsultan1637
      @kamilsultan1637 4 ปีที่แล้ว

      Dalila Frias better late than never

  • @StocksAndBeemers
    @StocksAndBeemers 6 ปีที่แล้ว

    Couldn't get through the whole video man, I quit half way through and opened Vangaurd custoial account. My mom had no idea what it was. I've been thinking about this account for a while. Thanks for giving me the push. I put $500 in to start. Not a lot I know but in a few days the account should be opened. I can't wait to dump more money into it. Much love man. Keep up the great video.

  • @dankocur5220
    @dankocur5220 5 ปีที่แล้ว +17

    I wish to God I would have opend one at 18 but I'm 32 just opened one it's better than nothing

    • @stephenmcleon6796
      @stephenmcleon6796 4 ปีที่แล้ว +1

      Likewise! I'm 30 and just opened one but #itsbetterthannothing

    • @NisYT
      @NisYT 4 ปีที่แล้ว +1

      Aye you both still have 30 years think about the bigger picture you guys are doing great :)

    • @colin1818
      @colin1818 4 ปีที่แล้ว

      It could be worse. There are people in their 50s opening them

  • @getsugatenshoFTW
    @getsugatenshoFTW 5 ปีที่แล้ว +27

    I'm 21 and opening up a ROTH IRA is my goal for this year

    • @jessi9375
      @jessi9375 5 ปีที่แล้ว +1

      getsugatenshoFTW same

    • @korbinvanderpoel3187
      @korbinvanderpoel3187 5 ปีที่แล้ว +1

      Just do it

    • @korbinvanderpoel3187
      @korbinvanderpoel3187 5 ปีที่แล้ว +3

      I just started funding mine at 20 you literally just gotta start and make it a habit even if it’s 100 a month for now

    • @kamilsultan1637
      @kamilsultan1637 4 ปีที่แล้ว

      U done it yet? If you haven’t remember a goal without a deadline is just a dream.

  • @TacticalPower88
    @TacticalPower88 5 ปีที่แล้ว +35

    Feel bad watching this at 30 lol

    • @iiTzInFeRNaL
      @iiTzInFeRNaL 4 ปีที่แล้ว

      @Alaskan Whiskey Im 24 wish i was 15 lol

    • @rickyny78
      @rickyny78 4 ปีที่แล้ว +13

      It could be worse, you could be 50 thinking "I wish I would have done this when I was 30".

    • @exaucemayunga22
      @exaucemayunga22 4 ปีที่แล้ว +7

      You still got 30 more years

    • @007NowOnline
      @007NowOnline 4 ปีที่แล้ว +3

      Same here. Missed out on 12 years of investing and growth. They should be teaching this stuff in public schools rather than just arithmetic courses. Life skills are needed more than calculus.

    • @microspect
      @microspect 4 ปีที่แล้ว

      @@exaucemayunga22 better now then never. They need to teach this in school.

  • @chrisgast
    @chrisgast 7 ปีที่แล้ว +188

    Who at 40 or 50 makes $250k or $500k??? Not very many people.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +68

      It's not uncommon here in LA or other high cost of living areas.

    • @Militantreturns
      @Militantreturns 6 ปีที่แล้ว +32

      chrisgast he means. White yuppies. Lol

    • @outdoorsnevada4138
      @outdoorsnevada4138 6 ปีที่แล้ว +27

      May make that in LA but your cost of living is also much higher. That's why I don't get all worked up about people when they start talking about how much they make. You can make $60,000 a year in a location you buy a home for $175,000. Or you can live in a place making $100,000 or so a year and the same type of home costs you $450,000. The first question I ask people is where do you live after they mention their income.

    • @BaduPK
      @BaduPK 6 ปีที่แล้ว +7

      chrisgast yeah this video makes 0 sense. Put $1000 a month away when you are making $17000 a year....lmfao!!

    • @camth7862
      @camth7862 6 ปีที่แล้ว +62

      Badar Avais I think he said 1000 a year. You literally can't do 1k a month cause the cap is 5.5k a year

  • @ParanormalPursuits
    @ParanormalPursuits 5 ปีที่แล้ว

    Thanks for making these videos. I finally opened my Roth IRA after putting it off for several years. Your videos were the push I needed. I wish I had known about these accounts when I was a lot younger.

  • @MsKandy504
    @MsKandy504 5 ปีที่แล้ว +1

    This video was amazing! Never really understood the power in Roth IRAs until now.

  • @Mario55627
    @Mario55627 7 ปีที่แล้ว +27

    Awesome video! Please make one about an LLC and how to depreciate properties. Thank you!

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +17

      I'll definitely get into more of this in the future!

  • @97LostSoul
    @97LostSoul 7 ปีที่แล้ว +4

    Thank You. i set up a Roth IRA with vanguard just because this video

  • @jacobgarza9932
    @jacobgarza9932 6 ปีที่แล้ว +3

    Love the advice graham. I'm new to your channel btw & I've been learning a lot about personal finance from you & other successfull influencers here on youtube & I am definetly going to open up a roth ira & I feel like this was the perfect video for me because I am 18 & very motivated to learn as much as I can about personal finance

  • @Andog
    @Andog 6 ปีที่แล้ว

    I’m 18 years old and I just opened my own ROTH IRA account and plan to max it out on a yearly basis, thanks so much for this informative video!

    • @GrahamStephan
      @GrahamStephan  6 ปีที่แล้ว +1

      Well done for opening one!!! 🙌🏼

  • @yuansu4574
    @yuansu4574 6 ปีที่แล้ว +2

    I started a roth IRA last year when I was 23 and I tried to put in 5.5k every year. I feel Roth IRA is much better than the traditional one, because if you like real estate, you will build up your equity and have more cash flow after you retire and end up in a higher tax bracket.

  • @lslurpeek
    @lslurpeek 6 ปีที่แล้ว +14

    Update it to 6000 a year next year

  • @etagrats1
    @etagrats1 6 ปีที่แล้ว +8

    My co-worker opened a Roth IRA 3 years ago. he had max it out at $5500 in the account and forgot about it. like many others. years later, It's still $5500. He didn't know you had to invest in stocks and stuff and learn about the stock market. He thought it was a quick and easy retirement savings account.

    • @BrandySeats
      @BrandySeats 5 ปีที่แล้ว +2

      vince Rain it can be a quick and easy retirement savings account with an indexed product. It doesn’t have to be invested in the stock market.

  • @ericonca
    @ericonca 7 ปีที่แล้ว +21

    For Canadians: we have something nearly identical to this called Tax-free Savings Account (TFSA). Some years allow up to $10,000 contribution.

    • @flch95
      @flch95 7 ปีที่แล้ว +1

      Eric U didn't our new PM lower the limit back to $5000?

    • @efisgpr
      @efisgpr 7 ปีที่แล้ว

      Eric U
      Interesting, thanks.

    • @HepCatJack
      @HepCatJack 6 ปีที่แล้ว +1

      We only had one year of 10,000 then the limit was brought back down to 5500. The original limit was 5000 the few years it started.

  • @nickolasmalwitz996
    @nickolasmalwitz996 6 ปีที่แล้ว

    I just set up my vanguard account after watching this. 18 years old, I know I'll be thanking you!

    • @GrahamStephan
      @GrahamStephan  6 ปีที่แล้ว

      Woohooo!! That's awesome man, hold it long term!! :)

    • @nickolasmalwitz996
      @nickolasmalwitz996 6 ปีที่แล้ว

      Graham Stephan thank you so much for your advice, love your channel!

  • @vishalbalyan4155
    @vishalbalyan4155 5 ปีที่แล้ว

    This video is so great! It cleared all my doubts regarding a ROTH IRA and I really appreciate you making this video! I also made a ROTH IRA from Vanguard right before April 15, 2019, so I was able to make a contribution for 2018 and I will constantly do it every year!
    Once Again,
    Thanks!!

  • @theburners32141
    @theburners32141 7 ปีที่แล้ว +68

    Invest in real estate. You own it and your not tied to a stock market. People will always need a place to live.

    • @kingkoop1893
      @kingkoop1893 7 ปีที่แล้ว

      theburners32141 do you invest in real estate?

    • @theburners32141
      @theburners32141 7 ปีที่แล้ว

      King Koop 1 yes I do.

    • @DonRobertson82
      @DonRobertson82 7 ปีที่แล้ว +3

      Graham already does invest in real estate..... mostly in real estate

    • @HepCatJack
      @HepCatJack 6 ปีที่แล้ว +11

      Investing in Real estate and having a Roth IRA isn't mutually exclusive as you can purchase REIT stocks in a Roth IRA. The high yields you get from 3.5% to 11% are tax free. There are also some niche REITS such as cell phone tower usage, office space, storage lockers, mortgage reits (mreits), warehouses etc. Getting that nice yield tax free.
      The advantages are you don't need to borrow a lot of money to get started, you don't have a mortgage to pay as you would with a house you want to flip, you don't need to collect rent or evict deadbeats as professionals manage the properties. You don't need to worry about covering condo fees because there are already renters on the properties. It generates income from day one.
      Another advantage is the liquidity. Selling a house can take months, some houses are on the market for years without a buyer. When you sell your REIT stocks your market is the whole stock market not just the local market like for selling a house. When you sell a house you need one buyer for a large transaction. When you sell your REIT stocks, there can be one or more buyers that purchase your stocks. Liquidation is therefore easier. You can sell a portion of your holdings in a REIT to purchase something else like stocks or other REIT, for a house, selling part of your ownership is more complicated. You may need approval of your co-owner to perform transactions.

    • @JC-dx6ep
      @JC-dx6ep 6 ปีที่แล้ว +5

      theburners32141 except your 401k, Roth IRA, or traditional Ira won’t have:
      To be re painted after every tenant
      Won’t have to be re carpeted after every tenant
      Won’t get a main line water leak
      Won’t need costly remodels
      Real estate actually underperformed stocks over a 30 year average

  • @tonimhamilton2072
    @tonimhamilton2072 4 ปีที่แล้ว +20

    I came here to learn how to invest after listening to a guy on radio talk about the importance of investing and how he made $520,000 in 3 month from $150k, somehow this video has helped clarify some things, but I still am confused, I'm a newbie and I'm open to ideas on how to invest for retirement.

    • @emilyhowe3359
      @emilyhowe3359 4 ปีที่แล้ว +1

      Have a tutor or mentor on standby, someone you can reach out to for assistance

    • @feliciasherbert989
      @feliciasherbert989 4 ปีที่แล้ว +1

      As a 1st generation investor and considering the fact that beginners are prone to mistakes I reached out to a consultant for help, as far as my journey goes, investing is much easier when you have proper guidance, since January till now, I have made at least $200,000 in profit, not much compared to the investor you mentioned but its a good start for me

    • @robinsonbaker1963
      @robinsonbaker1963 4 ปีที่แล้ว +1

      @@feliciasherbert989 200 grand is not much? I would literally kill to have that amount right now in my bank account, just kidding, congrats on your success

    • @tonimhamilton2072
      @tonimhamilton2072 4 ปีที่แล้ว

      @@feliciasherbert989 Please do you mind leaving me your consultant’s contact info? or preferably I can also leave you my email if that suits you better

    • @feliciasherbert989
      @feliciasherbert989 4 ปีที่แล้ว +2

      @@tonimhamilton2072 Well I'm basically learning, so obviously i'm still in touch with my FA so..sure! her name is Lucy Maria Koss, you can search and connect with her on her website

  • @williamyoung1583
    @williamyoung1583 5 ปีที่แล้ว +10

    FYI new 2019 rules change the limit to $6000

    • @GrahamStephan
      @GrahamStephan  5 ปีที่แล้ว +3

      I saw!

    • @exoticcats6119
      @exoticcats6119 5 ปีที่แล้ว

      Is that good?

    • @williamyoung1583
      @williamyoung1583 5 ปีที่แล้ว +2

      Exotic Cats yes, it means you can put more money into an IRA (Roth or traditional). More money = more return from interest = much more money later.

  • @King205
    @King205 5 ปีที่แล้ว

    Thanks. I’m 14 and I’m about to open a Roth IRA and will contribute around $500 once I earn that much. That will turn into around $17,200 dollars at 59.5 and I will continually add more to this over the years. So thankful for the TH-cam algorithm

  • @DylanBegazo
    @DylanBegazo 6 ปีที่แล้ว +1

    Thank you for the informative video. I wanted to make sure I got my facts straight. So, Unfortunately I’m 23 right now... wish I had known better earlier... But $5,500 is max annually? Then $5500 is what I’m putting in within the next 85 days when I get one this week. Every year from now on I’m maxing it out.

    • @DylanBegazo
      @DylanBegazo 6 ปีที่แล้ว

      Al Rocky Thank you Sir very much. $6K annually it is then.

  • @gooney0
    @gooney0 7 ปีที่แล้ว +6

    This is great advice. I contributed to a 401k when I started my career 20 years ago. The money I earned from that job was all spent, but I still have my 401k account and it has grown.
    If your employer offers a 401k with "matching" DO IT. It's literally free money. Having a few dollars less today will make you much better off in the future. (Even if you never get rich)

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว

      DEFINITELY! 401K match is always worth it!

  • @THESMITHGUY1
    @THESMITHGUY1 7 ปีที่แล้ว +3

    love the background music smooth jazz investments!!

  • @michaelhand8771
    @michaelhand8771 7 ปีที่แล้ว +55

    If I'm 17 what're some tips on how to start in real estate before I can get my license
    That's a video I'd like to see despite the occasional tips for young people in all your videos

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +24

      +Michael Hand Sure, I can definitely do that.

    • @chasingdreams4338
      @chasingdreams4338 7 ปีที่แล้ว +4

      ^same but I'm 16

    • @banahlee
      @banahlee 7 ปีที่แล้ว

      Michael Hand I agree.

    • @slokytheone
      @slokytheone 7 ปีที่แล้ว +3

      i want to be rich today not when im 60

    • @banahlee
      @banahlee 7 ปีที่แล้ว +4

      slokytheone Everyone here does. There's no problem with investing in ROTH IRA and getting extra money. He's not saying that this how you're going to get rich, he's saying it's a good thing to invest in while you're young.

  • @michaels9612
    @michaels9612 5 ปีที่แล้ว

    Instead of watching Netflix, Hulu or movies, I choose to use this time that I am snowed in to watch Graham. Draw motivation from him and learn even more about these things I have thought I knew about but really I little knowledge on. I am expressing my gratitude once again to you Graham, one of the best, most honest, no gimmick type youtubers. Not all heroes wear capes. Sometimes they just despise avocado toast, drive lotus's and are awesome real estate professionals.

  • @cristystaples7601
    @cristystaples7601 6 ปีที่แล้ว +1

    So glad I found your TH-cam account, and wish so much I had been taught this 12-14 years ago. The education system really doesn’t seem to prepare people for their futures in terms of understanding financial planning.

  • @InvestingBookSummaries
    @InvestingBookSummaries 6 ปีที่แล้ว +96

    Insert "taxation is theft" comment

    • @leviathanxyzzy4993
      @leviathanxyzzy4993 6 ปีที่แล้ว +28

      insert thumbs up to "taxation is theft" comment.

    • @napkinslol7906
      @napkinslol7906 5 ปีที่แล้ว +5

      Income taxes aren't constitutional. IRS isn't a government agency. Biggest scam on the American people in our lifetime.

    • @aidangallo4010
      @aidangallo4010 5 ปีที่แล้ว +7

      Napkinslol have you ever read the 16th amendment.

    • @DoomFinger511
      @DoomFinger511 5 ปีที่แล้ว +2

      16th Amendment:
      The Congress shall have power to lay and collect taxes on incomes, from whatever source derived, without apportionment among the several States, and without regard to any census or enumeration.

    • @Johndoe-gf7ks
      @Johndoe-gf7ks 5 ปีที่แล้ว

      Haha wasn't expecting to see this comment on this vid

  • @adaptive-tom7143
    @adaptive-tom7143 7 ปีที่แล้ว +11

    Roth ira are great but a lot of them are variable accounts which means money is in the market. it can go up or down. Even negative.
    Indexed accounts for the win.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +2

      +Tom SS Correct, but long term I don't think it'll make any difference how the market does in the next 5-10 years.

    • @adaptive-tom7143
      @adaptive-tom7143 7 ปีที่แล้ว +2

      GrahamStephan true in the end it might not make a difference. But lets say we have 500k in the account and one year market crashes like in 2008 Roth IRA people would loose 38% of that and be left with like 300k, a loss of 200k. Where as indexed would still have 500k as floor is guaranteed to not go bellow 0%

    • @adaptive-tom7143
      @adaptive-tom7143 7 ปีที่แล้ว +1

      GrahamStephan as far as I understand it, the right indexed account has same benefits as roth ira. But has the bonus of not having a 59.5 rule and can't go bellow 0% in a year

    • @robwilsontv
      @robwilsontv 7 ปีที่แล้ว +9

      You're probably talking about an indexed annuity. If so the fees on those things are crazy and there are surrender fees.
      Further, in a Roth IRA you are in control of what you invest in, or what you don't invest in. You could keep the money in cash if you like, but that would sort of defeat the purpose of the tax-deferred nature of the retirement account.
      Lastly, you can always withdraw your contributions (not earnings) in a Roth without any taxes or penalties.

    • @adaptive-tom7143
      @adaptive-tom7143 7 ปีที่แล้ว +1

      robwilsontv Roth IRA isn't tax deffered. IRA and 401k are. I am talking about a LIRP life insurance retirement plan.
      The money doesn't go into the market. It reflects the market.
      You have access to the money anytime. If touched within 10 years the penalty is .75% after 10 years its 0%

  • @itgamer4143
    @itgamer4143 5 ปีที่แล้ว +13

    Side note. If you're active duty military, you better be investing into your TSP. Don't be a loser, loseing 👍

  • @angelussinna2248
    @angelussinna2248 6 ปีที่แล้ว

    Thank you thank you thank you. I sent this to my little brother and sister and to all my younger cousins. I wish I was 14 yrs younger with all this information. I really appreciate your channel and even though I’m 32 I still feel it isn’t late to invest and set up for my future so I know I will be ok. I hope to make as much as you one day Graham Stephen.

  • @ec6933
    @ec6933 5 ปีที่แล้ว +1

    Fun fact: the secret is starting early, at 25 if you put $400 a month in until your 35 and stop, it will grow the same as if you did that from 35-65. I got lucky and started at 25 the older you get the harder it is especially after 30. The easiest way is to set up an automatic deposit and forget about it which is what I Did. I turned stone after 5 years and had nearly 30k and in theory at 60 should be able to live off the interest if I really had to.

  • @im_cart8656
    @im_cart8656 6 ปีที่แล้ว +4

    "to sometimes 30"
    im 29... that shed a tear.. though in 2016 I made 17k (was in uni for 4 months of that), 2017 i made $144k (not using either degree) in 2018 i will begin real estate investment in the 3rd or 4th qtr once i have some more knowledge and have walked a few deals and with my dad as an investor (and someone who has made a number of real estate investments as it is.... couldn't of been happier when i told him i'm not going to buy a house, but 3-4 of them connected to each other (multi-family) as he's had an interest in this and is going to retire soon.. just as i am getting started and he is always looking to make money.
    goal is $400k by 2022.

  • @l2ealChuckNorris
    @l2ealChuckNorris 7 ปีที่แล้ว +11

    Hey Graham, any advice for a new youtuber in the investing world?

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +4

      As a TH-camr, I think the answer is simple: make a video for teens! It's definitely the most asked question I get :)

    • @l2ealChuckNorris
      @l2ealChuckNorris 7 ปีที่แล้ว

      Thanks for the advice Graham! Keep up the awesome work

    • @thriller292
      @thriller292 7 ปีที่แล้ว +1

      Intelligent Investing with Robinhood subbed

    • @l2ealChuckNorris
      @l2ealChuckNorris 7 ปีที่แล้ว +1

      Thank you!

  • @Alvy.07
    @Alvy.07 7 ปีที่แล้ว +4

    "..JUST DO IT.." 😂😂😂 perfect!
    Also, what you think about ROTH TSP vs ROTH IRA. I work in the military so I have a TSP instead of the usual 401k.

  • @michealsizemore1
    @michealsizemore1 7 ปีที่แล้ว

    You just answered the one question that I had not been able to find anywhere. Thank you.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +1

      +Michael Sizemore You got it!

  • @JohnEu4ya
    @JohnEu4ya 7 ปีที่แล้ว +1

    Dope! I am so glad to have come across this video on your channel. So helpful and informative for everyone. Guys, It's also a great idea to set up your contributions to be automatic with your Roth IRA. That way you won't even have to think about it.

  • @jony1008
    @jony1008 7 ปีที่แล้ว +6

    Does the maximum ever go up? by the time im 60 (which is 30 years from now) I would have just over 500k. which i dont think will be much money in the year 2047.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +1

      I have a feeling they'll slowly raise the maximum contribution every few years!

    • @keemez
      @keemez 7 ปีที่แล้ว +2

      It does increase in time. When I opened my first one (2003? 2004? can't remember) the contribution limit was 3000 at that time.

    • @marcelrodriguez2067
      @marcelrodriguez2067 6 ปีที่แล้ว

      Keem Osabe ok maybe they raise the contribution, but the value is what we care about... are they gonna raise the value of our money to match the current economy?

    • @Excalibur2
      @Excalibur2 6 ปีที่แล้ว

      Just recently it was announced that max contributions are increasing for 2019 by $500 up to $6000. 401k max are going up as well.

    • @mooredann69
      @mooredann69 6 ปีที่แล้ว

      You can do a back door Roth if you are married. So 5500 each. You also can set up larger mutual fund accounts that act like this if you are self employed. I think the max is 12500

  • @eldinadzurlic1985
    @eldinadzurlic1985 5 ปีที่แล้ว +3

    What about someone above 30 who is just learning this?

    • @eldinadzurlic1985
      @eldinadzurlic1985 5 ปีที่แล้ว

      After 1 year of employment i qualify for thier 401k benifit. IDK about the matching part.

  • @BandosNBread
    @BandosNBread 7 ปีที่แล้ว +6

    Great Video Bro!

  • @justingordon2293
    @justingordon2293 6 ปีที่แล้ว

    Graham got GAME! I'll be sharing this info with my kids 14 & 12

  • @mlr975
    @mlr975 6 ปีที่แล้ว

    Graham, you are the man brotha. 21yrs old and I have big dreams and plans. Thank you. 🙏

    • @GrahamStephan
      @GrahamStephan  6 ปีที่แล้ว +1

      Thanks for the kind words happy it’s helpful!

  • @sammonaghan7539
    @sammonaghan7539 7 ปีที่แล้ว +29

    I have $13690 in a Roth IRA already

    • @batissta44
      @batissta44 6 ปีที่แล้ว +1

      can you withdraw money?

    • @actionpakd07
      @actionpakd07 6 ปีที่แล้ว

      Question.... how old were you when you started and how long have you had the account??

    • @stanleyramirez4422
      @stanleyramirez4422 6 ปีที่แล้ว +1

      NOT kd NO KEEP IT IN

    • @KnockoutInvesting
      @KnockoutInvesting 6 ปีที่แล้ว +3

      I have $82,000. I'm 26.

    • @migo-migo9503
      @migo-migo9503 5 ปีที่แล้ว +1

      @@batissta44 You can withdraw whatever you put in, if you want to, without getting taxed. Say if you put in $1,000 and after a couple years it becomes $1,500, you can withdraw that $1000 anytime without any penalties. But, if you withdraw the full $1,500, you will get a 10% tax on that $500 that you gained. Hope that makes sense.

  • @kceateva
    @kceateva 5 ปีที่แล้ว +3

    You using a Mac Miller track ?

  • @19LondBuch72
    @19LondBuch72 6 ปีที่แล้ว +3

    When I was young and single, I spent over half of my income on women, gambling and liquor. The rest I just wasted.

    • @aeksinsang932
      @aeksinsang932 5 ปีที่แล้ว +1

      Alan Boyd me too. Mid 30’s getting started intensely.

    • @ExpatTraderFX
      @ExpatTraderFX 5 ปีที่แล้ว

      Same here...never late mid 30s is young

  • @maximillianetezadi7271
    @maximillianetezadi7271 7 ปีที่แล้ว +1

    Love the video. Think it would be important to also talk about the phaseout that starts at 117k. Most people I know don't know about that. Probably would motivate people even more so to put money away in their Roth before they hit the phaseout.

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว

      +Maximillian Etezadi True, but then you could also get into doing backdoor Roth IRA contributions!

  • @bluewj6638
    @bluewj6638 4 ปีที่แล้ว

    Top 3 ways people lose money in a Roth IRA - Negative market fluctuations - Early withdraw payments - INSUFFICIENT AMOUNT OF TIME TO COMPOUND. That last one really made me ponder when I read it, so many misguided including myself

  • @uhohhotdog
    @uhohhotdog 7 ปีที่แล้ว +3

    I wish I knew all this when I was younger

  • @sombody8475
    @sombody8475 7 ปีที่แล้ว +16

    Roth IRAs are great, but for those who have a 401k, maxing out the 401k before contributing to the roth might be a better idea.A good article to look at is retireby40.org/invest-401k-or-roth-ira/.

    • @RealSerie26
      @RealSerie26 7 ปีที่แล้ว +4

      BrainGame92 it depends. At the minimum, invest the % the company matches because it's free money. What you invest after that is going to depend on the quality of investment choices within that 401k and/or their management fees.

    • @WeighedWilson
      @WeighedWilson 7 ปีที่แล้ว +1

      max out your pretax first IMO, you never know if tax treatment will change in the future. get the tax break now

    • @michaell8957
      @michaell8957 6 ปีที่แล้ว

      Sp33dy_TKD How you know about this?

    • @Excalibur2
      @Excalibur2 6 ปีที่แล้ว

      @Sp33dy_TKD That image shows if 2 different people invested the same amount at different times... and then assumes an incredible 12% return for decades!
      Nothing to do with Roth vs Traditional IRA

  • @campbellkemar
    @campbellkemar 6 ปีที่แล้ว +6

    You dont need a damn credit card when your 18, that's probably the best decision you made bro.

    • @LimewaterMusic
      @LimewaterMusic 5 ปีที่แล้ว

      If you’re financially literate, living with parents and not a complete dumbass opening a credit card at 18 and paying it off every month to build credit is actually an incredibly smart move.

  • @zarlwin4645
    @zarlwin4645 5 ปีที่แล้ว

    Roth IRA rules at a glance
    People with modified adjusted gross incomes below $137,000 (single) or $203,000 (married filing jointly) can contribute to a Roth IRA in 2019, though income phase-outs may reduce your maximum contribution. For 2018, those figures were $135,000 (single) or $199,000 (married filing jointly).
    The maximum contribution for 2019 is $6,000, or $7,000 if you’re age 50 or older. In 2018, the maximum was $5,500, or $6,500 if age 50 or older.
    Withdrawing investment earnings before age 59½ can trigger taxes and penalties - unless it’s part of a qualified withdrawal.
    Contributions can be withdrawn tax-free at any time for any reason.

  • @josephbattaglia3690
    @josephbattaglia3690 6 ปีที่แล้ว +1

    got my roth with vanguard.
    simple to set up.
    i have automatic setup,;200$ taken out monthly without me doing anything. worth it

  • @EsmaTabak55
    @EsmaTabak55 5 ปีที่แล้ว +5

    You make me depressed. Not everyone had a change to start at 18 for many different reasons.

    • @jeremyvanb821
      @jeremyvanb821 5 ปีที่แล้ว +3

      Doesn't mean you can't start later.

    • @CorryJoe
      @CorryJoe 5 ปีที่แล้ว +4

      I started at 35! You have to start whenever you can and with whatever you have.

  • @michaelbetti2107
    @michaelbetti2107 7 ปีที่แล้ว +3

    what are you talking about double your initial investment your first number was 17000 something at 18 years old your next number was 16000 something at 19 years old that's only $1,000 difference

    • @SS-cc2cv
      @SS-cc2cv 6 ปีที่แล้ว +1

      An increase of 1000 is the same as the initial investment. In a vacuum if you had 1000 and you made 1000 you would have doubled your money. He’s not talking about doubling his adjusted gains, he’s talking about doubling his initial investment. Learn math.

  • @r4ym1n13
    @r4ym1n13 7 ปีที่แล้ว +5

    What if I can only contribute $1000 a year to my Roth IRA ? is it worth it

    • @GrahamStephan
      @GrahamStephan  7 ปีที่แล้ว +9

      Yes, still worth it! Something is better than nothing.

    • @r4ym1n13
      @r4ym1n13 7 ปีที่แล้ว +3

      GrahamStephan thank you pal

  • @KelNg130
    @KelNg130 6 ปีที่แล้ว

    Great informative video! Currently 20 years old, 2nd year college student and started funding my Roth IRA to the max. It's definitely true: the earlier you start, the bigger the return over the time you have to let it compound.

  • @Gomangoman11
    @Gomangoman11 3 ปีที่แล้ว +1

    Maxed out my IRA for the first time at 21. I'm glad that you're posting so much about personal finance Graham. With so many finaical ideologues on TH-cam like Dave Ramsey it's great to see someone promote more nuanced financial advice. Keep up the good work.

  • @JamesSurferRVM
    @JamesSurferRVM 6 ปีที่แล้ว +4

    I think this advice is inherently flawed and not one size fits all. For instance, take a 20-25 year old making somewhere between $30,000-$50,000 per year, saving a few hundred or a few thousand here and there. If they are using a Roth IRA through Vanguard or any other major brokerage, you're paying $6.95 or more in most cases for every individual stock purchase. If your contributions are spread out, and not lump sum buys, then you may end up paying $100 or more in account fees alone every single year, not to mention any annual fees or expense ratios in underlying holdings.
    Now take a service like Robinhood, where you pay $0 in Commissions or Annual fees of any kind.... Now sure, you pay taxes on any earnings (really only dividends, unless you are selling stocks, there wouldn't be any capital gains tax to pay) but in my opinion, the small tax you pay here for a taxable investment account, at a brokerage without fees, is actually LESS than what you would pay in commissions, at a traditional brokerage like Vanguard, Fidelity, or even Charles Schwab.
    So, it comes down to paying a small tax on earnings, for an account without fees, or paying hand over fist in commissions, slowly eating away at your profits. Unless you are making $2,000 - $3,000 lump sum stock purchases, it honestly doesn't make much sense to pay $5-8 for individual stock purchases, even if it limits your tax liability.
    Patiently waiting for the day Robinhood begins to offer retirement accounts, thus rendering all other brokerages worthless. I invite anyone with contrary information to prove me wrong here.

    • @Jacksonbre
      @Jacksonbre 6 ปีที่แล้ว

      Donald James Oliva ... look into Betterment

    • @JamesSurferRVM
      @JamesSurferRVM 6 ปีที่แล้ว +1

      @@Jacksonbre I've already looked into Betterment, Wealthfront, Acorns, M1 Finance, Stash, and every single 'robo-advisor' or investing platform available. Most are gimmicks. For instance, Wealthfront, Betterment, Acorns, and many other platforms will charge you an annual fee, or subscription fee (even if it's less than 1%) for what? VOO, VOOG, VTI, SPY, SCHF, SCHB, and a bunch of other generic broad-market index funds? I can manage my own money far better than that.
      The goal of my portfolio is growth, both in capital gains and dividend payouts, and I'd use those ETF's as a benchmark to outperform. But why anyone would pay to receive a basket of ETF's that you can purchase for free in Robinhood is beyond me.
      I don't believe in paying fees of any kind, for investing. In 5-10 years, there will be no commissions for trading or investing at most brokerages. It's a backwards business model and inherently flawed.

    • @Jacksonbre
      @Jacksonbre 6 ปีที่แล้ว

      Donald James Oliva I hear you.. so what you’re saying. What betterment invest cost nothing which is why they can charged .25%? In reality, I’m looking for a tax free investment with low expense.

    • @JamesSurferRVM
      @JamesSurferRVM 6 ปีที่แล้ว

      Neither does fidelity. That's industry standard now. But it's not much fun to only have commission free trades on boring broad market index funds. A stable portfolio should have a few steady dividend payers, REITS, etc. Not a fan of paying any commission for must-own stocks like O, WPC, MAIN, IRM, etc. @@alrocky

  • @scholzdigital
    @scholzdigital 6 ปีที่แล้ว +6

    Jesus, did you jut repeat everything 4 times? Good content but I had to stop at some point because you repeated the same stuff over and over.

  • @JC-dx6ep
    @JC-dx6ep 6 ปีที่แล้ว +4

    You might want to hire 1-2 people who actually know what they are talking about to help the people asking questions on TH-cam. A lot of misinformation coming out from people here brotha

  • @pacificexcursion5846
    @pacificexcursion5846 3 ปีที่แล้ว

    Opened mine yesterday lol. Better late than never! Started doing TH-cam again too thanks to graham here 🥂

  • @vanessa2000and3
    @vanessa2000and3 2 ปีที่แล้ว

    Love this video 😀