UBS On-Air: Market Moves 3-Levels Podcast: Considerations for Traditional v. Roth accounts
May 13, 2024
Justin Waring and Ainsley Carbone discuss the nuances of traditional and Roth accounts, covering contribution methods, tax implications, and retirement distribution strategies. They emphasize the importance of understanding account rules and individual financial circumstances for optimal decision-making.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Considerations for Choosing Between Traditional and Roth Accounts
04:14 • 3min
Strategic Review of Contribution Types for Tax Optimization
06:50 • 3min
Strategic Tax Planning for Retirement Income Diversification and Flexibility
09:52 • 2min
Exploring Tax Considerations in Traditional vs. Roth Accounts
12:21 • 2min