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The Ultimate Traditional vs. Roth 401(k) Strategy

The Ultimate Traditional vs. Roth 401(k) Strategy

FromThe Money with Katie Show


The Ultimate Traditional vs. Roth 401(k) Strategy

FromThe Money with Katie Show

ratings:
Length:
61 minutes
Released:
May 24, 2023
Format:
Podcast episode

Description

Today, we're breaking down every. single. aspect. worth considering when you’re deciding between Traditional and Roth contributions in your 401(k), because making the “right choice” can mean a difference of hundreds of thousands of dollars in a few decades.
So, what’s a Rich Girl to do when faced with a slew of retirement plan options and a dream? By the end of this episode, you’ll feel confident in your choice.
Learn more about our sponsor, Vin Social: https://www.vinsocial.vip
Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice
Learn more about the CFA Institute: https://www.cfainstitute.org/en/programs/cfa
Learn more about Betterment: http://www.betterment.com/moneywithkatie
Transcripts can be found at podcast.moneywithkatie.com.

Mentioned in the Episode

How to Pay No Taxes in Early Retirement: https://link.chtbl.com/9nugZS3C


Traditional vs. Roth breakdown: https://docs.google.com/spreadsheets/d/1pDXtuOBV5o_hyxVvlIzienhKbuE0ajGaj8mvPWGBOGM/edit#gid=0



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Released:
May 24, 2023
Format:
Podcast episode

Titles in the series (100)

Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.