Roth vs. 401(k): Fees, Options, and Getting Real Value from Your Advisor

The AUL Financial Hour explores the advantages and drawbacks of rolling Roth IRA assets into a workplace Roth plan. The discussion covers account consolidation, investment flexibility, and why understanding fees is critical to long-term retirement success. Morningstar's Jason Kephart joins the conversation to explain how investors can evaluate total costs and what an average industry fee looks like.