Fred (caller)
Caller to the show seeking retirement and tax planning advice; provides details on salary, retirement balances, and family situation to get tailored guidance.
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13 snips
Dec 10, 2025 • 11min
Roth or Pre-Tax 401(k)?
Fred, a caller seeking retirement and tax planning advice, shares insights about his financial situation, including his 401(k) and savings breakdown. The discussion highlights the potential tax implications of large pre-tax balances, prompting Jill to recommend shifting to a Roth 401(k) to take advantage of current tax rates. They also touch on strategies for boosting his 529 savings and reviewing life insurance and estate planning, ensuring Fred has a solid financial game plan for the future.
