This chapter features a lively discussion about plans for an upcoming trip to Chile and Peru, filled with cultural references and humor. It transitions into an informative dialogue on the tax implications of rolling over a Roth 401k into a Roth IRA, clarifying common misconceptions and emphasizing the benefits of Roth accounts.
#535: Melissa and her partner are preparing for the best earning years of their lives. Could they benefit from automated tax-loss harvesting and transition from DIY investing to a robo-advisor?
An anonymous caller just learned something surprising about their Roth 401k and feels squeamish about making future contributions to this account. What’s Paula and Joe’s advice?
Hampton is following up on a question from Episode 524 to spark an intriguing discussion on the generational tax advantages of a Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode535
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