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Roth Accounts, Retirement Income and Legacy Questions

 

Rock on Retirement — Roth Accounts

Browse full Rock on Retirement episodes discussing roth accounts. Episodes retain their archive dates; some recordings are replays. For the complete… 
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The Rock On Retirement team discusses reviewing workplace savings and the tax considerations behind Roth accounts. They consider the tradeoffs involved in paying taxes before money enters an account.

The conversation also explores annuities and planning for income in retirement. Questions about what happens to an account after a death connect income decisions with a family’s legacy goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.