Amy Walls & Jon Gay , ThimbleberryU

Roth Mistakes

03 Mar 2020 • 11 min • EN
11 min
00:00
11:31
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Roth conversions are often talked about, but they aren't for everyone. If you do a conversion, beware these common mistakes:Not being aware of income limitsThinking a Roth conversion can be undoneThinking a Roth IRA is the same as a Roth 401k/403b/457RMD and other distribution rules In today's episode, Amy and Jon delve into these common misconceptions that can often lead to expensive mistakes. Thimbleberry Financial Website Email Thimbleberry FinancialCall Thimbleberry Financial at 503-610-6510 To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

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