Oct 5, 2026 · 38 min · 15 segments
On Retire Right Radio, Host Dale Cooper and John Burdette from www.FourthAvenueFinancial.com discuss financial planning for different eras of your life and…
Let's talk about that for a second because you said the word, the T word, the taxes.
There are now a lot of folks have Roth inside their 401ks that would not be taxable, but most – Money that people have is still going to be taxed when it comes out, the vast majority of it really right now.
That probably will shift over time as younger people that have been doing Roth.
They do, and now they're getting you on a larger number because it's grown over the years.
And then at the end of the year, you get your statement showing what was withdrawn and what taxes were paid and use that to file your taxes.
How many people – I mean you tell people that when you work with them, but are they surprised at that?
Let's talk about that for a second because you said the word, the T word, the taxes.
There are now a lot of folks have Roth inside their 401ks that would not be taxable, but most – Money that people have is still going to be taxed when it comes out, the vast majority of it really right now.
That probably will shift over time as younger people that have been doing Roth.
They do, and now they're getting you on a larger number because it's grown over the years.
And then at the end of the year, you get your statement showing what was withdrawn and what taxes were paid and use that to file your taxes.
How many people – I mean you tell people that when you work with them, but are they surprised at that?
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.