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Podcast: Ready, Set, Retire!
Episode: To Roth or Not to Roth - That is the Question!
Description: Kiplinger says Roth accounts are a “no-brainer” for young people. But for those of us who are a little older, it says we should “slow our roll” and get some advice from a professional. What sorts of things do you consider when you’re helping a client decide whether a Roth rollover makes sense for them?See omnystudio.com/listener for privacy information.