About this episode

This episode explores the intricacies of 401(k) plans and Roth IRAs, providing insights on maximizing growth and minimizing taxes for retirement planning.

* Is your 401(k) working for you—or against you? 😬 In this eye-opening episode of The Future of Finance, hosts Marissa Wood and Lisa Green dive deep into the truth about 401(k) plans, Roth IRAs, and how to better plan for retirement. If you've ever asked: ✅ Should I contribute more to my 401(k)? ✅ What happens to my old 401(k)s when I change jobs? ✅ Should I open a Roth IRA too? ✅ How do I diversify for tax efficiency? Then THIS is the episode you need to hear! 🔍 Learn about: * The history & intent of the 401(k) * Why too many people rely solely on it * Roth IRA benefits for tax-free retirement * What to do with an old 401(k) * Tax diversification strategies * SEP IRAs & solo 401(k)s for self-employed

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