We continue our discussion of the Roth and Traditional account types. Building wealth means balancing your goals with the characteristics of each. Mark gives some rules of thumb and things that investors and even advisors miss!
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The Architecture of Wealth Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.