Tax Education: Pre-tax vs. Roth Explained

Watch the full webinar or explore key takeaways at your convenience.

Key Takeaways

Pre-tax vs. Roth Basics

The choice you make will affect current and future tax bills—your primary goal should be optimizing for lowest tax bill throughout your lifetime.

Key Differences

Pre-tax means lowering taxable income now and paying later, while Roth would potentially result in the opposite.

Which One is Right for You?

The best choice depends on factors like your current income, expected future tax bracket, and long-term financial goals. Some may benefit from a mix of both while others may have an obvious choice.

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