Holly Terrell and Annie Healy break down Roth IRAs — how after-tax contributions grow tax-free and the key differences from traditional IRAs, including contribution limits and Roth 401(k) rules.
They cover no required minimum distributions, benefits for beneficiaries, and how Roth conversions work, and explain why coordinating with a CPA and advisor is important when planning conversions.

Holly Terrell and Annie Healy break down Roth IRAs — how after-tax contributions grow tax-free and the key differences from traditional IRAs, including contribution limits and Roth 401(k) rules. They cover no required minimum distributions, benefits for beneficiaries, and how Roth conversions work, and explain why coordinating with a CPA and advisor is important when planning conversions.

Roth IRA Unlocked: Tax-Free Retirement Secrets

Strike a Chord was created with you in mind.
As part of the Legacy Trust family, we believe staying informed should feel personal, not overwhelming. This podcast is another way we connect with you—sharing thoughtful insights on the markets, planning strategies, and the decisions that impact your financial life.
Each episode is designed to give you clarity, perspective, and confidence, so you can continue moving forward with purpose.
Because the conversations we have—and the guidance we provide—should always strike a chord where it matters most.

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Strike a Chord was created with you in mind. As part of the Legacy Trust family, we believe staying informed should feel personal, not overwhelming. This podcast is another way we connect with you—sharing thoughtful insights on the markets, planning strategies, and the decisions that impact your financial life. Each episode is designed to give you clarity, perspective, and confidence, so you can continue moving forward with purpose. Because the conversations we have—and the guidance we provide—should always strike a chord where it matters most.

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Roth IRA Unlocked: Tax-Free Retirement Secrets

Roth IRA Unlocked: Tax-Free Retirement Secrets