Could Rolling Your Roth IRA Back Into a 401(k) Ever Make Sense?

Could a new rule change give retirees another option for managing Roth savings? On this episode, David Gagnon explains a proposed change that could allow Roth IRA assets to be rolled into workplace Roth plans and why that decision requires careful analysis. He explores the tradeoffs between consolidation and flexibility, discusses the role of AI in financial planning, breaks down how to evaluate advisory fees based on value rather than cost alone, and shares strategies for addressing inflation risk within a retirement income plan.

Help Protect, Preserve, and Expand Your Wealth TODAY!

Follow us on Social Media: Facebook and LinkedIn!

See omnystudio.com/listener for privacy information.