The Money with Katie Show

How To Prioritize Where You’re Investing (And Why!)

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Nov 30, 2022
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ADVICE

Prioritize 401k Contributions

  • Prioritize contributing to your 401k first, at least up to the employer match.\n- Aim for at least 10% contribution for healthy retirement savings progression.
INSIGHT

Traditional 401k Tax Benefits

  • Traditional 401k contributions create more investable income today via upfront tax breaks.\n- It's unlikely you'll be taxed higher in retirement than during your working years.
INSIGHT

Psychology of 401k Contributions

  • People feel losses more intensely than gains, making upfront 401k contributions easier mentally.\n- Setting contributions early helps avoid the challenge of increasing them later.
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