In this episode of the Retirement Power Hour, Joe Allaria, CFP®, breaks down the key differences between Roth and Traditional retirement accounts so you can make smarter, more tax-efficient decisions with your savings.
We’ll cover:
🔹 The real tax advantages of each account
🔹 Who should choose Roth vs who should choose Traditional
🔹 How your income level and future tax bracket affect your decision
🔹 Why some people benefit from using BOTH
🔹 What the Backdoor Roth IRA is and when it makes sense
This is Episode 2 in our 401(k) Series. If you missed Episode 1 “How Much Should You Contribute to Your 401(k)?”, and Episode 2, “How Should I Invest My 401(k)?” be sure to check them out first!
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Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss, and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. The information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement. Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
Invest Wiser & Retire Better!
