The Roth IRA Rule Change That Could Reshape Your Plan

From Ready, Set, Retire! by Steve Anzuoni

June 2, 2026 · 18 min

About this episode

Steve Anzuoni discusses the implications of proposed changes to Roth IRA rules and their impact on retirement planning.

Could your retirement plan be quietly costing you more than you realize? Steve Anzuoni breaks down the surprising pros and cons of moving retirement funds, including proposed changes to Roth IRA rules and what they could mean for your control and taxes. He highlights the hidden impact of fees, the importance of tax planning over guesswork, and why relying on workplace-only advice can lead to costly mistakes. Real-world examples show how small decisions can significantly affect long-term outcomes, emphasizing the value of education and informed strategies when approaching retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book  -  Tee Up Your Retirement!  Social Media :  Facebook  I   LinkedIn  I  Instagram  I  YouTube  See omnystudio.com/listener for privacy information.

People in this episode

Host: Steve Anzuoni

Topics covered

Roth IRA
retirement planning
tax planning
investment fees
financial education

Keywords

Roth IRA
retirement funds
taxes
financial mistakes
investment fees

Mentioned in this episode

Products: Tee Up Your Retirement!