The Money with Katie Show

The Ultimate Traditional vs. Roth 401(k) Strategy


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Today, we're breaking down every. single. aspect. worth considering when you’re deciding between Traditional and Roth contributions in your 401(k), because making the “right choice” can mean a difference of hundreds of thousands of dollars in a few decades.

So, what’s a Rich Girl to do when faced with a slew of retirement plan options and a dream? By the end of this episode, you’ll feel confident in your choice.

Learn more about our sponsor, Vin Social: https://www.vinsocial.vip

Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice

Learn more about the CFA Institute: https://www.cfainstitute.org/en/programs/cfa

Learn more about Betterment: http://www.betterment.com/moneywithkatie

Transcripts can be found at podcast.moneywithkatie.com.

Mentioned in the Episode

  • How to Pay No Taxes in Early Retirement: https://link.chtbl.com/9nugZS3C
  • Traditional vs. Roth breakdown: https://docs.google.com/spreadsheets/d/1pDXtuOBV5o_hyxVvlIzienhKbuE0ajGaj8mvPWGBOGM/edit#gid=0
  • Follow Along at Money with Katie: https://moneywithkatie.com/

    Watch on YouTube: https://www.youtube.com/@MoneywithKatie


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