One of the most common questions among younger high-income families is whether they are saving money into the right type of accounts. Many come in with an emergency fund in place, maxing out their 401(k)s and even making 529 contributions. “So, what else should I be doing?” Most people know that in the retirement savings world, Roth assets are as good as it gets. The difference between tax-free and tax-deferred could be significant over time, so it is logical that we facilitate this process for many folks year after year.
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