What Are Your Thoughts?

Author: LifePoint Planning - Doug Oosterhart

Financial advisors talk current financial topics, social culture around money, and questions their clients ask.
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Genres: Business, Investing

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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