Want to create an interactive transcript for this episode?
Podcast: The Real Investment Show (Full Show)
Episode: 2-20-26 Mega Roth Questions & Senior Deductions
Description: Some 401(k) plans let you put in extra after-tax money and move it into a Roth so it can grow tax-free—but you have to know what your plan allows. Richard Rosso & Jonathan McCarty share 10 questions to ask your 401(k) provider so you don’t miss it.
Rich & Jonathan also explain a new bill that would make the $6,000 senior deduction permanent. It’s not the same as “no tax on Social Security” for everyone—and the Social Security tax rules still depend on income thresholds that haven’t kept up with inflation.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso...