The headlines are scary. Are Roth conversions going away? Should you rush to convert now before it’s too late? Is this the end of backdoor Roths? And what is a backdoor Roth anyway? In all fairness, the headlines are confusing and are running a few steps ahead of reality. Keep in mind that, when it […]
Tag Archives | roth 401k
When A Roth 401(k) Is The Best Option
We chatted with two young clients on the phone the other day about the best option for their 401(k) plans. They’re married and in their early thirties. Should they use the Roth 401(k) option available in their company’s plan? Or should they opt for the traditional, deductible 401(k) option? To give them the right answer, […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
