What Are Your Thoughts?

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls

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Prospective client questions answered:

  • I thought you should only use a Roth if you expect your tax rate to be higher later? Is this true?
  • Does my money stay invested when I roll it from my old 401(k) to my IRA?
  • Can we only take advantage of upside returns and "miss" any downturn in the market?


    • Send any questions to: [email protected]


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    What Are Your Thoughts?By LifePoint Planning - Doug Oosterhart
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