Sep 14, 2020
One of the most popular questions we get asked is whether their
401(k) contributions should be Traditional or Roth contributions.
There are many factors that play into that decision and some of the
variables that impact the decision are unknown (like future tax
rates). In today’s episode we break down the difference between the
two types of contributions and situations and strategies an
optometrist should consider when deciding which type of strategy
they should use.
As a reminder, you can get all the information discussed in
today’s conversation by visiting our website at www.integratedpwm.com and
clicking on the Learning Center. While there, you can also set up a
20-30min Discovery conversation to learn a little bit more about
how we help ODs around the country reduce their tax bill, manage
cash flow, and make proactive money decisions or check out any
number of additional free resources like our eBooks and on-demand
webinars.
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