Confused about whether a Roth 401k or Pre-Tax is the BEST retirement savings option for YOU? You're not alone! But fear not, tax warriors! This video cuts through the jargon and explains EVERYTHING you need to know in SIMPLE terms. Discover the pros and cons of each option, including tax implications, contribution limits, and HUGE potential benefits! Plus, learn KEY factors to consider based on your age, income, and retirement goals. Don't let tax season stress get you down!** Watch now and make SMART choices for your future!
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Intro 0:00 – 0:15
Roth 401k or Pre-Tax 0:16 – 0:26
Roth 401k ONLY Scenario 0:27 – 1:57
Pre-Tax 401k & Backdoor Roth IRA Strategy 1:58 – 2:56
2:57 – 3:28 Pre-Tax 401k & Backdoor Roth IRA Strategy Tax Estimate
3:29 – 4:01 Roth 401k Only Tax Estimate
4:02 – 5:22 Roth Conversion strategy vs. Roth 401k ONLY
5:23 – 7:27 When This May Not Work For You..
7:28 – 8:30 Normal people. Fiduciary Advisors. Not Comedians.
#retirement #retirementplanning #dohstr8
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