Tax-free distributions of earnings are the same objective for both Roth 401(k)s and Roth IRAs. However, there are various criteria for each of these two accounts that open the way to that tax-free ideal. In other words, they both have the same end in mind, but they follow different procedures to get there. In this article, we will talk about the 7 Key Differences Between a Roth 401(k) and a Roth IRA. It will undoubtedly aid in the comparison so that we can decide what is best for us.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bonita K Bell-Andersen, CLU, ChFC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by FFC, a Registered Investment Advisor in the States of WA, UT and AZ. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State. Bonita Bell-Andersen does not offer tax or legal services or documents.
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by our investment manager Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.
The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. All investments involve the risk of loss, including the loss of principal. These risks may not always be mitigated through long-term investing or diversification. The presentation may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time (“Performance Material”). Past performance, including any performance reflected in Performance Material, is not an indication of future results. Fees, expenses, taxes and other costs associated with investing will reduce investor returns. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.
© 2023 Bonita Bell-Andersen, CLU, ChFC | Site Design by Dragos Design Creative Ltd.
