Avoid these Roth Mistakes

from Successfully Retired · host Hamilton Brandenburg

Many investors understand the advantages a Roth IRA or 401(k) can give you for tax planning in retirement, but it's easy to hear a strategy from your neighbor or an internet personality and make a misstep on applying it to your situation. Today Rick and I talk about some of the most common Roth mistakes we run into, from conversions, to the pro-rata rule, to the differences between a Roth IRA and Roth 401(k).

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This episode is 20 minutes long.

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This episode was published on May 20, 2025.

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