BEST RETIREMENT PLAN FOR YOUR INCOME LEVEL

TOP DOLLAR INVESTOR

Are you deciding between a Traditional 401(k) or a Roth 401(k) for your retirement plan?

The majority of company retirement plans now offer both a Traditional and Roth 401(k) option but do not provide the resources or analysis to determine which is better for your specific circumstance.

Is the Roth option the best retirement account?  High income earners have a difficult decision to make between the two plans, while lower income earners can almost always benefit more from the Roth 401(k).

What is a Traditional 401(k)?

The Traditional 401(k) retirement account allows you to contribute part of your pre-tax income into the plan, thereby reducing your taxable income by the total amount of your contribution.

The second benefit of a Traditional 401(k) is that your contributions grow tax-deferred until retirement when you start taking distributions. 

A Roth 401(k) differs from a traditional plan in that contributions are made with post tax dollars, so money contributed will not reduce your taxable income.

What is a Roth 401(k)?

Although you will not receive any immediate tax deductions from a Roth contribution, benefits will come later. Contributions made into a Roth 401(k) will never be taxed again, and any growth in the Roth account will also never be taxed for life.

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