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Back to the basics on Roth, Ep.52

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Manage episode 381588699 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Thanks in part to an article that kept being sent to Steven, he and Ben share their thoughts on what the true value of Roth accounts can be and how to sift through the "noise" on the internet (that Steven refers to as garbage at one point in the episode). Tax planning is situation specific so Ben and Steven talk about the clients they typically work with and how it is going to make the most sense to look into Roth options. Stay to the end for their thoughts on what Congress might do in the future with Roth rules. https://bit.ly/475qfuO

  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 381588699 series 2983113
Content provided by Steven Jarvis and Benjamin Brandt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steven Jarvis and Benjamin Brandt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Thanks in part to an article that kept being sent to Steven, he and Ben share their thoughts on what the true value of Roth accounts can be and how to sift through the "noise" on the internet (that Steven refers to as garbage at one point in the episode). Tax planning is situation specific so Ben and Steven talk about the clients they typically work with and how it is going to make the most sense to look into Roth options. Stay to the end for their thoughts on what Congress might do in the future with Roth rules. https://bit.ly/475qfuO

  continue reading

69 episodes

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