22 min
WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls What Are Your Thoughts?
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- Investing
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
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
22 min