
A Case for Roth Contributions 2023 (Webinar Replay)
Should you be saving in Traditional Pre-Tax IRA or retirement plan, or should you be saving in a Roth IRA and/or retirement plan? Is there an income limit for making Roth contributions? No, not true in an employer-sponsored retirement plan, such as a 401(k), 403(b), or 457 Plan, but yes for a Roth IRA. This webinar replay will debunk several myths about Roth, suggest who Roth savings may be most appropriate, and even highlight several reason why the highest income earners may want to consider saving Roth, doing Roth conversions, and even going as far as the backdoor Roth. Link to PDF of the presentation slides: https://www.bfsg.com/marketing/2023_T... Recent blog posts mentioned: https://www.bfsg.com/now-might-be-a-g... https://www.bfsg.com/financial-misadv... https://www.bfsg.com/potential-long-t... https://www.bfsg.com/marketing/2023%2... https://www.bfsg.com/marketing/The%20... #retirementplanning #wealthbuilding #saveforretirement #roth #rothira #roth401k #Roth403b #Roth457 #cfp #financialplanning #401k #403b #457 #taxdiversification #taxplanning #taxfreeinvesting #backdoorroth #rothconversion