Roth or Traditional IRA & 401k: Which is Right For Me? - Walk & Talk

Поделиться
HTML-код
  • Опубликовано: 27 ноя 2024
  • A question that comes up often: "Should I be contributing to a Roth or a Traditional IRA or 401k?"
    While many people chose the Roth option, thinking they just want to get taxes "out of the way," their specific situation this may suggest this it not the most efficient.
    I hope this video helps explain how I approach this situation.
    If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would love to meet and see if we're a great fit.
    Walk & Talk 🎥
    --
    ► Subscribe: / @cavinesswealth
    --
    David Caviness, CFP® on:
    • LinkedIn: / dcaviness
    • Twitter: / cavinesswealth
    • Website: cavinesswealth...
    • Newsletter: cavinesswealth...
    Thanks for watching!
    #financialplanning #financialadvisor #finances #walkandtalk #retirement #financialplanning #investing #IRA #rothira #taxes #roth401k

Комментарии •