• Doug Oosterhart, CFP®

WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing Market Downside

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?

Full podcast episode links to Apple and Spotify.



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