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Latest / Your Wealth ReDe$ign

Unhedged Bet

"Maxing out your tax-deferred 401(k) without a Roth or tax-free strategy isn't a retirement plan, it's a high-stakes gamble that future politicians will lower tax rates out of the goodness of their hearts."Every time you contribute above the employer match into a traditional 401(k), you are making a hidden prediction: that tax rates will be lower when you retire than they are today. In this episode of The Personal Economic Model™, Sue Stevenson reveals why tax-deferred is not the same as tax-advantaged and how to insulate your financial model against future tax rate hikes.Schedule Wealth…

The skinny

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