Pathfinder Worksheet: Should You Contribute to a Roth 401(K)?

While you may have phased out of your eligibility to contribute to Roth IRA, did you know that a Roth 401(k) has no income-based eligibility requirements? Contributions to a Roth 401(k) can be an attractive savings vehicle for many high-income households. The benefits to Roth 401(k)s extend well beyond having tax-free income but they also provide tremendous value to beneficiaries.

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This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.

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