Back to the basics on Roth, Ep.52
Episode 52 of the The Retirement Tax Podcast podcast, hosted by The Retirement Tax Podcast, titled "Back to the basics on Roth, Ep.52" was published on November 1, 2023 and runs 17 minutes.
November 1, 2023 ·17m · The Retirement Tax Podcast
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Episode Description
Thanks in part to an article that kept being sent to Steven, he and Ben share their thoughts on what the true value of Roth accounts can be and how to sift through the "noise" on the internet (that Steven refers to as garbage at one point in the episode). Tax planning is situation specific so Ben and Steven talk about the clients they typically work with and how it is going to make the most sense to look into Roth options. Stay to the end for their thoughts on what Congress might do in the future with Roth rules.
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