Tax Tips in 10 or Less Ep. 003
Roth vs Traditional
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Timestamps:
00:00 – What’s the difference? Roth and Traditional
00:48 – Understanding Taxes and 401(k)s
01:40 – Deduction Example – Roth vs. Traditional
02:40 – What’s Better, Roth or Traditional?
05:26 – Withdrawal Rules, SECURE Act, and Heirs
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Roth Conversion Case Studies: https://bit.ly/3C636yF
Tax Reduction Strategies: https://bit.ly/4gTzm77
2024 Tax Return Tips: https://youtu.be/hYUgcCCXIVw
What You Need to Know About Tax Deductions: https://youtu.be/-jmof73v1Ng
The Retirement Savings Time Bomb Ticks Louder: https://youtu.be/gCM5t1e7L78
MEGA Backdoor Roth Strategy: https://youtu.be/eEKbnn8svQ8
Taxes and Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk
2025 Tax Brackets and Contribution Limits: https://youtu.be/KifcDu_6UAI
2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU
Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY
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The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.