• IRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and When

  • Sep 24 2024
  • Length: 21 mins
  • Podcast

IRA vs. 401k. vs. ROTH: Which Retirement Accounts to Use and When

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  • Summary

  • IRAs, 401ks, the TSP, ROTHs.

    It’s a soup of acronyms. What's the right prioritization of accounts for saving? Which account should you spend from first in Retirement?

    In this episode I’m diving into the main retirement account types and how to use them. I'll cover:

    1) Accumulating wealth…when you’re saving for retirement and

    2) Decumulating wealth...or spending your assets in retirement.

    We will talk about contributions, backdoor contributions, income limitations and common misconceptions. So if you have questions about which retirement accounts to use – you’re not alone – and this is the episode for you.

    Bucket Chart Referenced In Episode

    Question? Start A Conversation with Capital Stewards

    Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.
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