In Episode #3, Hari and Phil break down the surprising similarities of a ROTH IRA and a Traditional IRA.
If you ever want to stump your accountant, this will do it!
Sit back and listen as your hosts use simple math to show you that a ROTH IRA and a Traditional IRA aren’t all that different, and what market conditions plus tax rates you’d need, to have one outperform the other.
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This material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
