The Future of Roth Accounts

Episode Notes

Roth accounts are an excellent vehicle for tax diversification and planning your financial future.  However, there are some changes to these laws being discussed in Congress.  Today, Amy Walls of Thimbleberry Financial breaks down current Roth options, and what might change.

First, we look at the tax triangle - and the three "corners" of assets, based on tax status.  Next Amy explains the  5 ways to contribute to a Roth account:

Amy explains which of these strategies are could to be protected, which could change, and which could be eliminated altogether. If these changes happen, what options will we have available?  Finally, Amy explains why she's advising to hold off on Roth conversions at present.

For questions about  anything related to your financial future, reach Amy Walls and her team at Thimbleberry Financial at (503) 610-6510, or on the web at