It is a debate as old as time! Pre-tax (standard) or Roth? That is the question. And in this episode, it is a question that we give thorough treatment toward as we walk you through the in’s and out’s & ups and downs of pre-tax versus Roth investments. You might think that you know all that there is to know about this question, but I bet you will walk away learning something new by the end of this episode of Money Meets Medicine.
In this episode of Money Meets Medicine, “ Pre-Tax or Roth: That’s the Question?” you’re going to learn:
- How the difference can save you thousands!
- The advantages and disadvantages of each.
- The true meaning of the word “Roth”
- Why a hybrid of the two may be the best.
- Why you need to anticipate the future!
- And more!
Quotes to Remember:
“You want to pay the tax when the marginal tax rate when it’s at its absolute lowest.”
“I don’t want to pay Uncle Sam anymore than I have to!”
“Realistically, it’s gonna be some sort of hybrid model that is going to occur… having a mixture of these two things is almost always good.”
Resources from the Episode:
This Episode’s Sponsor
This episode is brought to you by Doug Crouse at doctorloanexpert.com
Doug personally helped Ryan and Taylor get their loan and they were blown away by how amazing he was to work with. He had the best rates and the service puts him at the top of class.
He would be happy to answer any questions you have about your home loan.
Listener Question of the Week:
Today’s listener question comes from Marc Booth,
“Have you explained the process of doing a Roth conversion ladder?”
Each episode, we are going to start including listener questions as they are provided to us. So, if you have a specific question you’d like answered on the podcast reach out to us! Email [email protected] or [email protected]
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