Latest / The Clark Howard Podcast
07.08.25 Ask An Advisor With Wes Moss
Avoid This Potentially BIG Roth Blunder and 3 Keys to Happy Retirement Success
Don't make this potentially HUGE Roth mistake! Fiduciary financial advisor Wes Moss reveals a little-known rule about rolling over your Roth 401(k) into a Roth IRA that could cost you big. If you've only contributed to a Roth 401(k), you need to hear this to avoid a costly blunder with the 5-year rule. Also, Wes recently received a retirement love letter from a couple who are self-proclaimed “happiest retirees on the block.” He shares the letter and the big keys to happy retirement success.
Plus, Christa shares…
The skinny
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