 |
What Are Your Thoughts?Author: LifePoint Planning - Doug Oosterhart
Financial advisors talk current financial topics, social culture around money, and questions their clients ask. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls
Episode 14
Monday, 21 November, 2022
Prospective client questions answered: I thought you should only use a Roth if you expect your tax rate to be higher later? Is this true? Does my money stay invested when I roll it from my old 401(k) to my IRA? Can we only take advantage of upside returns and "miss" any downturn in the market? Send any questions to: info@lifepointplanning.com
