How do I choose how much to invest in each?
My employer offers both and I am trying to figure out the pros and cons. I've done research but I'm not sure it makes best sense for me. What are the key factors to consider?
Would be helpful to show clients what should be considered when making the choice. Also, if an employer does not offer a Roth 401k, should an employee fund a Roth IRA first, then their 401k
"Should I invest in my 401k or Roth 401k?" (suggested by Stan on 2018-08-15), including upvotes (10) and comments (0), was merged into this suggestion.
This can be a difficult. multi-variable analysis, with life expectancy, current and future tax rates, and investment returns all factoring in. I've tried to do this for a couple of years, with no success - good luck!
0 / 1,000
* Your name will be publicly visible
* Your email will be visible only to moderators
This feedback board is powered by Feature Upvote.
When submitting your email with a suggestion or comment, Feature Upvote uses your email to
Your email is never displayed to other users. Suggest a Flowchart or Checklist staff will be able to see your email address.
We’ll email you when the status of the suggestion changes. You can unsubscribe at any time with a single click.
* Comments and upvotes from this suggestion will be moved to another suggestion.
Edit the selected suggestion and create a new one.
Comments and upvotes will also be moved.