roth 401k Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

Factors Favoring Roth IRA and Roth 401k Plan Contributions

Factors that tend to favor Roth IRA and Roth 401k tax-advantaged plan contributions In a recent article, “Traditional versus Roth tax-advantaged plan contributions,” The Skilled Investor discussed why the average taxpayer would tend to benefit more by contributing to traditional rather than to tax-advantaged Roth IRA and Roth 401(k) retirement plans. This follow-up article in […]

Traditional IRA and 401k Versus Roth IRA and Roth 401k Contributions

Traditional IRA and 401k versus Roth IRA and Roth 401(k) plan contributions Many taxpayers puzzle over whether to contribute to traditional versus Roth tax-advantaged retirement plans. For most people, contributions to traditional tax-advantaged plans will probably provide a higher net present value over their lifetimes. Personal Financial Planning Software Given our tax-related software modeling capabilities, […]

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