13min chapter

The Money with Katie Show cover image

A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?

The Money with Katie Show

CHAPTER

Comparing Pre-Tax and Roth Retirement Strategies

This chapter explores the outcomes of using pre-tax and Roth retirement strategies. It discusses the impact on tax rates during both working years and retirement, the significant difference in inheritances, and the importance of compounding over a long duration. The chapter also highlights the ultimate 401k strategy for maximizing withdrawal potential.

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