This week’s theme on the Retirement Quick Tips Podcast is: Maximizing Net After Tax Returns In Your Investment Portfolio

Today, I’m talking about the difference between Taxable vs. Tax-Deferred vs. Tax Free (Roth) Accounts

The reason this matters…is that the net, after tax return, not the gross return matters most. 

 

Net after tax return in a taxable investment account might be a couple % less a year after taxes vs. a Traditional 401k or a Roth, depending on how long you;ll be investing for before you withdraw your money. 

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.   

   

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance