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Latest / Phil's Tax Hacks

Roth or Traditional at 55: Which 401(k) Makes Sense?

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If you’re weighing a Roth versus Traditional 401(k), you’re not alone and the right choice isn’t nearly as simple as it sounds. Phil breaks down the key factors that should drive the decision based on your long-term goals. Instead of leaning on generic rules of thumb, the focus is on understanding the math and the tradeoffs involved…

The skinny

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