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A client took the quiz in last week’s newsletter (related to retirement savings accounts) and had a question regarding one of the answers. The question was an “all of the above” answers are true related to Roth vs traditional IRA accounts. Here was the statement he was questioning “Workers who want to contribute the maximum […]

Client Question: “To Roth or Not to Roth, That is the Question”

April 30, 2026

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