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CFO Corner Week 38: Roth vs. Traditional - The 10-Minute Gut-Check
If someone asked you right now what actually separates a Roth from a Traditional retirement account, could you answer in one sentence? This week, Meghan breaks the decision down to its real core: it's not Roth vs. Traditional, it's tax-benefit-today vs. tax-benefit-later. She walks through four gut-check questions — your tax situation today, what your employer actually offers, your future tax picture, and what you value more right now — plus a simple decision tree, why this doesn't have to be all-or-nothing, and the myths to leave behind entirely.
This week's action: check your current…
The skinny
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