WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls

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