August Mailbag: Roth Never?

Check Your Balances - En podkast av Ross Anderson, CFP® and Daniel Messeca, CFP® - Onsdager

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July came and went without us diving into the mailbag, so we kick off August with a few listener questions! Ross and Dan respond to a Money With Katie episode that suggests Roth contributions are rarely more favorable than pre-tax savings, and we share why using a direct indexing strategy is still...indexing. Send your questions for the show to [email protected]! Follow us on Instagram @checkyourbalances Do you like our show? Leave a rating and share with a f...

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