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

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

Mar 15, 2024

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.