America's 401k Show with Coach PeteAmerica’s 401k — Roth Accounts
Browse full America’s 401k episodes discussing roth accounts. Episodes retain their archive dates; some recordings are replays. For the complete wee…28 clip(s)
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Coach Pete and the America’s 401k team discuss estimating retirement needs and the tax treatment of Roth and traditional workplace savings. They consider making decisions with an understanding of available resources and account terms.
The conversation also examines an investment fraud case, financial planning fees and seeking a second opinion. The team discusses why reviewing a plan can still be worthwhile close to retirement.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
