Ready, Set, Retire!

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

Informações:

Sinopse

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.