Episode Details

Roth vs traditional IRA decisions can have a major impact on your future taxes, retirement income, and long-term financial flexibility. In this episode of the Wise Money Show, the team breaks down the key differences between Roth and pre-tax retirement accounts, including contribution rules, Roth conversions, required minimum distributions, and tax planning strategies. They also explain how income changes, retirement goals, inheritance planning, and future tax law changes can influence which strategy may be best for you. If you want to build a smarter retirement tax strategy and avoid costly mistakes, this episode is packed with practical financial planning insights. 

Season 11, Episode 39

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.