To Roth or Not to Roth
Making Margin
English - June 22, 2022 13:53 - 19 minutes - 18 MB - ★★★★★ - 11 ratingsInvesting Business Management making finance margin wealth freedom money peace wealth management making margin budgets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Making Margin Podcast
Episode 36 - To Roth or Not to Roth
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind this episode of Making Margin:
NickJeffDrewToday we’re talking about Roth IRA and 401(k); something we discuss with almost every client. What are the advantages and disadvantages? Who do they make the most sense for?
Discussion Topics:
A quick overview of Roth rulesWho should take advantage of the Roth option?Tax diversificationRMDsLegacy
Resources:
https://www.schwab.com/ira/roth-ira/what-is-a-roth-ira
https://www.schwab.com/resource-center/insights/content/should-you-consider-roth-401k