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Ryan (caller)
Caller to the show seeking retirement and 401(k) guidance, describes being near 50 with a Roth IRA, spouse's 401(k), and a rollover IRA and asks how to invest more for retirement.
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Nov 26, 2025
• 4min
We’re Maxing Out Our 401(k)s—How Do We Invest More?
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Ryan, a caller nearing 50, navigates the complexities of retirement and investment strategies. He shares insights about his Roth IRA, his wife's 401(k), and a rollover IRA while seeking advice on maximizing his contributions. Dave Ramsey emphasizes the importance of catch-up contributions and suggests establishing a spousal Roth IRA for enhanced savings. They dive into the tax implications of converting a rollover IRA to a Roth, illustrating how treating taxes as part of your investment strategy can pave the way for a richer retirement.
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