Your Life Simplified: A Financial & Wealth Management Podcast
Tax Implications of Roth IRAs and Roth 401(k)s
15 Mar 2024
IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, is joined by Jodi Robinson, vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distributions and Roth conversions.
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