Y'all need to hear this. There are real proposals in Congress right now that could change how Roth IRAs are taxed, and most people have no idea it's happening.
In this short, Dr. Jackie Meyer, CPA, 2025 Most Powerful Women in Accounting honoree and founder of TaxPlanIQ, breaks it down simply: what a Roth IRA actually is, what's being proposed, and why the rules you planned your retirement around might not be the rules you retire under.
Whether you already have a Roth IRA or you've been thinking about opening one, this is not the moment to look away.
⏱️ Timestamps:
0:00 - Wait, Congress wants to tax Roth IRAs?
0:05 - How a Roth IRA actually works
0:18 - What the proposals could change
0:35 - Who's right and who's wrong
0:48 - Why you need to pay attention right now
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#RothIRA #TaxPlanning #RetirementPlanning #TaxStrategy #PersonalFinance #CPALife #TaxPlanIQ #TheBalancedMillionaire #WomenInAccounting #TaxTips #short



