Episode #97

20/20 Money Episode #97 – Should you make Traditional or Roth 401(k) Contributions?

September 14, 2020

One of the most popular questions we get asked is whether their 401(k) contributions should be Traditional or Roth contributions. There are many factors that play into that decision and some of the variables that impact the decision are unknown (like future tax rates). In today’s episode we break down the difference between the two types of contributions and situations and strategies an optometrist should consider when deciding which type of strategy they should use.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Discovery conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and on-demand webinars.

Episode Transcript

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