Avoid these Roth Mistakes

Many investors understand the advantages a Roth IRA or 401(k) can give you for tax planning in retirement, but it's easy to hear a strategy from your neighbor or an internet personality and make a misstep on applying it to your situation.

 

Today Rick and I talk about some of the most common Roth mistakes we run into, from conversions, to the pro-rata rule, to the differences between a Roth IRA and Roth 401(k).