Roth 401(k) Archives -

Retirement Withdrawal Strategy: Which Accounts First?

Posted by Bryan Haggard CFP®, CFAon July 9, 2019July 9, 2019in Tax PlanningLeave a comment

Your withdrawal strategy in retirement shouldn’t just focus on maximizing your income. It should maximize the amount of income that ends up in your pocket. This can be tricky when considering many people have a combination of pre-tax, Roth, and…

Tax Hacks: The Backdoor Roth 401(k)

Posted by Bryan Haggard CFP®, CFAon July 2, 2019July 2, 2019in Retirement PlanningLeave a comment

Can I interest you in saving over $50,000 a year in your 401(k), all of which is tax-free income? Sure, you may be familiar with a backdoor Roth IRA, but have you heard about it’s bigger and much better brother,…