Making Margin Podcast
Episode 36 - To Roth or Not to Roth

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.

Meet the voices behind this episode of Making Margin:

• Nick
• Jeff
• Drew

Today we’re talking about Roth IRA and 401(k); something we discuss with almost every client. What are the advantages and disadvantages? Who do they make the most sense for?

Discussion Topics:

• A quick overview of Roth rules
• Who should take advantage of the Roth option?
• Tax diversification
• RMDs
• Legacy

Resources:

https://www.schwab.com/ira/roth-ira/what-is-a-roth-ira
https://www.schwab.com/resource-center/insights/content/should-you-consider-roth-401k