The Roth vs. Pre-Tax 401(k) decision isn't static; it should evolve with your career and financial goals. As a financial advisor, I recommend analyzing your current tax situation, projecting future income and rates, and building a truly diversified retirement income strategy that maximizes your after-tax wealth.
The question isn't just 'Do I have enough?' but 'Am I truly ready?' Retirement is a significant transition. Our new guide breaks down the key signs indicating you’re set to begin your next chapter with confidence, purpose, and peace of mind, covering everything from finances to family legacy. Don't start this journey without knowing the signs!
