Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
How You Should Be Using Roth Accounts: Before and After Retirement
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Roth IRAs and Roth 401(k)s are powerful tools — but most people use them without a clear strategy. In this episode, Tyler Emrick, CFA®, CFP®, breaks down how to think about Roth accounts before retirement, after retirement, and even how they impact your spouse and your legacy.
We’ll explore how to decide between pre-tax and Roth contributions while you’re still working, why your tax bracket today may not be your tax bracket in the future, and how early retirees can position assets to…
The skinny
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