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Episode 227: Traditional vs. Roth, Fundamental Risk Parity Principles and Correlations, and Talkin' About that Cowbell!

Risk Parity Radio

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Is Your Traditional 403b a Good Idea?

If you're looking for a rule of thumb that may or may not apply to you, generally if your marginal tax rate is less than 20%, you should be thinking Roth. The one thing I would caution you not to do is something that is encouraged by people that run steak dinners and sell annuities in things. You know whenever I see an opportunity now I charge it like a bull, Ned the bull, that's me now.

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