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3-Levels Podcast: Considerations for Traditional v. Roth accounts

UBS On-Air: Market Moves

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Introduction

An in-depth look at the taxation disparities, contribution methods, investment earnings handling, and retirement distribution tax implications of traditional and Roth retirement accounts. The chapter emphasizes the significance of familiarizing oneself with account rules, limits, and eligibility requirements to make an informed choice based on individual financial circumstances.

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