Roth Mistakes

03/03/2020 11 min Episodio 9
Roth Mistakes

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Episode Synopsis

Roth conversions are often talked about, but they aren't for everyone. If you do a conversion, beware these common mistakes:Not being aware of income limitsThinking a Roth conversion can be undoneThinking a Roth IRA is the same as a Roth 401k/403b/457RMD and other distribution rulesIn today's episode, Amy and Jon delve into these common misconceptions that can often lead to expensive mistakes.Thimbleberry Financial WebsiteEmail Thimbleberry FinancialCall Thimbleberry Financial at 503-610-6510
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.