Eric Brotman – Roth IRAs and HSAs

The Money Tree with Douglas Goldstein

In his most recent podcast on The Money Tree show, Eric Brotman discusses:

  • Who should switch from a traditional to a Roth IRA?
  • Why aren’t HSAs being used more?
  • If people are indexers, do they really need to worry about tax-deferred plans?
  • What sort of investments should people put into their IRAs?
  • When you leave an employer, should you roll your 401(k) into an IRA?