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Episode 204: To Roth, or Not to Roth?
Manage episode 462115792 series 1205218
One question we get quite frequently is "Should I consider using Roth accounts?" Like almost every financial question, the answer is, 'It depends." While using Roth accounts won't really make any difference in the investment choices you make, they can have major impacts on your future taxes. Choosing to use Roth accounts or Roth Conversions is a judgment call based on your specific goals and needs. In this episode, we examine situations where using tax-free Roth accounts in your retirement plan could give you a significant advantage in retirement.
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Manage episode 462115792 series 1205218
One question we get quite frequently is "Should I consider using Roth accounts?" Like almost every financial question, the answer is, 'It depends." While using Roth accounts won't really make any difference in the investment choices you make, they can have major impacts on your future taxes. Choosing to use Roth accounts or Roth Conversions is a judgment call based on your specific goals and needs. In this episode, we examine situations where using tax-free Roth accounts in your retirement plan could give you a significant advantage in retirement.
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