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Switching to Roth

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Navigating Roth 401k Transitions

This chapter explores the shift from traditional 401k to Roth 401k accounts, focusing on implications of employer matches and recent changes introduced by the SECURE Act 2.0. The speakers discuss tax benefits, strategic retirement planning, and share personal anecdotes to create an engaging dialogue around these financial decisions.

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