RT>>>Jason Ackerman: Roth IRA: 2025 Unicorn or BS? | The Concierge CPA
Why IRAs raise questions every tax season for both clients and advisors
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The Concierge CPA
With Dr. Jackie Meyer, CPA
For CPA Trendlines
In the pilot episode of Tax Strategy Hot Seat, Dr. Jackie Meyer, CPA launches a new series designed to cut through viral tax advice and put one strategy at a time under a practical, real-world spotlight. The first strategy on the hot seat is the Roth IRA, a widely used retirement account that can deliver tax-free growth and tax-free withdrawals when the rules are followed.
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Jackie is joined by Jason Ackerman, CPA, CFP®, CGMA, CFO and Co-Founder of WealthRabbit, to break down why Roth IRAs keep generating questions every tax season…even among experienced advisors. Their discussion zeroes in on eligibility misunderstandings, the five-year rule confusion, and the gap between what people think is “simple” and what actually needs careful execution.