VIDEO

Traditional vs Roth IRAs & 401(k)

401(k) Education
Personal Finance
July 17, 2024

Wondering how to make the most of your retirement savings? In this informative video, we break down the key differences between traditional, Roth IRA, and 401k accounts.

Discover:

  • The pros and cons of pre-tax (traditional) and post-tax (Roth) contributions
  • Contribution limits and eligibility requirements for 2024
  • Withdrawal rules and penalties for each account type
  • Strategies to optimize your employer match and catch-up contributions

We also share valuable insights on aligning your investment strategy with your risk tolerance, retirement goals, and time horizon.

Watch now so you're better prepared to make informed decisions about your retirement nest egg!

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📞 Schedule a Call With a Bayntree Financial Advisor to discuss your 401k or learn more about the other tools we discussed in this video

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401(k) Education
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