Roth Advice Gone Wrong and Mandatory Roth Catch-Up Contributions in 2026

These days, we're hearing a lot about the many benefits of Roth accounts. However, they’re not the best choice for every investor. Host Robert Brokamp speaks with Megan Brinsfield, CFP, CPA, president of Motley Fool Wealth Management (a sister company of The Motley Fool), about when the advice to Roth goes wrong.

Also in this episode:-The Fed lowers interest rates, sending value and small-cap stocks soaring-Request your required minimum distributions at least a few days before Dec. 31, including if you inherited a retirement account-Every year the Nasdaq 100 drops, it drops big-Starting next year, catch-up 401(k) contributions from higher-earning workers age 50 or older must go into a Roth account – who’s affected and how to prevent suboptimal consequences

Host: Robert BrokampGuest: Megan BrinsfieldEngineer: Bart Shannon

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