Switching to Roth

The hosts kick things off with a light chat about summer plans and their love for instant coffee. They dive deeper into the world of instant coffee, sharing amusing anecdotes and its social dynamics. The conversation smoothly shifts to the intricacies of transitioning from traditional 401k to Roth accounts, highlighting tax benefits and the implications of employer matches. Listeners also gain insights into in-service conversions and the careful planning required around tax implications. It's a blend of humor, personal stories, and valuable financial advice!