To Roth or Not to Roth - That is the Question!

18/06/2021 9 min
To Roth or Not to Roth - That is the Question!

Listen "To Roth or Not to Roth - That is the Question!"

Episode Synopsis

Kiplinger says Roth accounts are a “no-brainer” for young people.  But for those of us who are a little older, it says we should “slow our roll” and get some advice from a professional.  What sorts of things do you consider when you’re helping a client decide whether a Roth rollover makes sense for them?See omnystudio.com/listener for privacy information.