Your Life Simplified: A Financial & Wealth Management Podcast

Tax Implications of Roth IRAs and Roth 401(k)s

IRAs, Roth IRAs, 401(k)s are among the very basics of building a financial plan, and they apply to just about everybody. On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, is joined by Jodi Robinson , vice president of tax services. They discuss the differences between Roth IRAs and Roth 401(k)s, required minimum distributions and Roth conversions.

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