5 Costly Roth IRA Mistakes to Avoid

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Recorded19 Jan 2023

Publisheryourlifesimplified.libsyn.com ↗

Handlerec:14481664

Show notes

A Roth IRA is an important component of your retirement portfolio. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss mistakes that can be made when investing in a Roth IRA and how to avoid them. Topics discussed include spousal contributions, Roth 401k options, the 5-year rule and contribution eligibility.

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