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

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Recorded13 May 2024

Publishersecure.ubs.com

Handlerec:4543979

Show notes

On this episode of 3-Levels, Justin and Ainsley explain the differences between traditional accounts and Roth accounts, including considerations when it comes to contributions, frequency of account reviews, and taxes. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

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