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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CHRISTIAN RAY, CFP®
Wealth Management Advisor

 

 

 

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.

QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.

For more information about QA, its investment programs, fees, and the risks associated with the investments which QA may make or recommend, please review QA’s Form ADV disclosure brochure, which is available at www.QAwealthmanagement.com.

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