Roth or Traditional?

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.6 • 1.8K Ratings

🗓️ 7 January 2021

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

New year, same popular questions, such as whether it makes sense to use the Roth option or the traditional pre-tax option. You know me, I'm all Roth, all the time. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

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0:00.0	Welcome to the Jill on Money Podcast. It is Thursday, January 7th. Oh, you know what? It's my
0:09.9	oldest friend in the world's birthday, so happy birthday Kathy.
0:13.6	You know I have a friend from when I was four years old, Mark?
0:16.4	That seems crazy, but it's true.
0:18.9	And I love her to death.
0:20.0	So happy birthday, Kathy.
0:21.5	I don't think she's listening.
0:22.7	But maybe I'll send this to her.
0:24.2	Anyway, we are delighted you are joining us.
0:27.0	As always, we are here to take the mystery out of your financial life
0:30.0	and that means you can ask us any financial question that's on your mind.
0:33.7	All you have to do is send an email.
0:36.0	It's Ask Jill at Jill onmoney.com.
0:38.6	That is our email address.
0:40.4	And if you're on our website, if you're on the Jill on Money.com website, there is a contact button.
0:46.0	Easy, right? I thought you'd like that. Very good. Okay, let's get into some of these questions.
0:51.0	This is a question of rolling over, I don't want to say the name because it's a very
0:56.2	noticeable name, let's just call it V. This is a rollover of an old pension to an IRA.
1:01.3	Jill and Mark, good morning, happy new year.
1:03.4	I have a small pension from an old employer
1:05.8	and they are allowing me to roll it over to an IRA
1:08.2	as a lump sum.
	...

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