Roth 401K - Who should consider?

Описание к видео Roth 401K - Who should consider?

Roth 401K - Who should consider Roth 401K - explained in detail with examples and calculations.

00:00 Intro
00:48 Huge Pretax Balance
02:15 RMD - Required Minimum Distribution
06:33 Other Additional Income
07:25 Flexibility to withdraw huge amount
07:51 Inheritance tax avoidance
08:27 Tax Rate Anxiety
08:46 Quick rules

Sheet used in the episode:
https://docs.google.com/spreadsheets/...
Instructions to copy the file:
If you are using mobile, click the three dots in the top right corner, then export & Share and then make a copy. That will copy the file to your account so that you can edit. If you are in a desktop computer, go to File - Make a Copy to copy the file.

References:
https://www.nerdwallet.com/article/ta...

Other Related Episodes:
Pretax 401K:    • 401K - Why you should max it out  
Pretax Vs Roth 401K:    • Is Roth 401K better than a Pretax 401K?  Marginal Tax Rate:    • Marginal Tax Rate Vs Effective Tax Rate  
Why HSA is better than 401K?:    • Why HSA is better than a 401K?  

LinkedIn:   / vijay-mohan-sn  
Twitter:   / invstmntinsght  
Web: https://vijaymohans.com/

#VijayMohan #InvestmentInsights #InvestmentInsightsEnglish #401K #Roth401K

DISCLAIMER:
The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.

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