Rolling Traditional to ROTH - Listener Question #21

10 months ago
20

Many people want to understand their retirement accounts better. 401Ks on their own generate a lot of questions. Today's listener question digs into the differences between Roth and Traditional retirement accounts. What is a rollover and what do you need to know about it? What should you know before rolling over Traditional money to ROTH money. How are employer contributions invested? Does that impact your rollover plan? Will any rollover you make create an undue tax burden? If you want someone to sit down with you and help you understand your retirement accounts better, that is what HopeFilled Financial is all about!

Watch the Full Episode #21 Here: https://youtu.be/g8cdkrdGTOA

Listener Question Playlist: https://www.youtube.com/playlist?list=PLo6Zlf1BSGrY4lVz0Iqe4Qd2k8qipOUfO

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Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.

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