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Latest / Podcast Podcast – Paul Winkler, Inc

Have You Heard of Tax Diversification? 401(k), Roth, or Non-Qualified

Today, Paul brings an article warning investors not to get stuck with a 401(k) that’s “too big” without a tax plan. Paul rebuts the claim that most people don’t struggle with having saved too much in their 401(k), but agrees that putting all your eggs in one tax basket can be a problem when you […] The post Have You Heard of Tax Diversification? 401(k), Roth, or Non-Qualified appeared first on Paul Winkler, Inc.

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