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

Ainsley Carbone, a Retirement Strategist at the UBS Chief Investment Office, joins Justin Waring to tackle the nuanced differences between traditional and Roth retirement accounts. They delve into vital topics such as contributions, tax implications, and the importance of strategic planning. The discussion also highlights how future tax rates can influence investment choices and underscores the necessity of regular account reviews for optimal tax savings. They advocate for personalized approaches in retirement planning, emphasizing collaboration with financial advisors.