Donna Fore - Insurance Agent

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4hbrqBe

What if a few key Social Security decisions could add thousands of dollars to your retirement income?

This week's episode discusses often-overlooked claiming strategies, including spousal, survivor, and divorced spouse benefits, along with the factors that can influence the best time to claim.

🎧 Watch here: https://mutualofomaha.co/4y4i6Fg