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The Money with Katie Show
A CFP Poked Holes in My Traditional vs. Roth Strategy—Does It Still Hold Up?
Nov 8, 2023
CFP, Eric Jones, debunks the traditional vs. Roth strategy with Katie, discussing factors like social security benefits, tax implications for business owners, tax optimization strategies for retirement, and reasons for working past retirement age.
01:10:16
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Quick takeaways
- Financial planning involves numerous variables and assumptions that can impact the effectiveness of different strategies.
- The debate between traditional and Roth 401k contributions is explored in-depth, highlighting the importance of considering factors like Social Security benefits and required minimum distributions (RMDs) in retirement income calculations.
Deep dives
The Complexity of Financial Planning
Financial planning involves numerous variables and assumptions that can impact the effectiveness of different strategies. Factors like income, lifestyle, retirement age, tax rates, and future market conditions all play a role in determining the best approach. However, the uncertainty surrounding these variables and their potential changes over time can make financial planning challenging and potentially unreliable.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode