Jim Cramer: Roth Or Traditional Account? | Archives | CNBC

by | Feb 21, 2023 | Traditional IRA | 23 comments

Jim Cramer: Roth Or Traditional Account? | Archives | CNBC




Mad Money’s Jim Cramer breaks down the differences between traditional retirement methods and a Roth 401(k) or IRA.
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Jim Cramer: Roth or Traditional Account? | Archives | CNBC…(read more)


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Jim Cramer is a financial guru and host of CNBC’s Mad Money. He’s known for his stock market advice and his enthusiasm for investing. But when it comes to choosing between a Roth or a traditional account, Cramer has some strong opinions.

Cramer believes that a Roth account is the best choice for most people. He says that a Roth account offers more flexibility and tax benefits than a traditional account. Roth accounts also allow you to withdraw money without paying any taxes or penalties. This makes them ideal for long-term investments, as you can withdraw money whenever you need it without worrying about taxes.

Cramer also believes that a Roth account is better for younger investors. The tax benefits of a Roth account are especially appealing to those who are just starting out with their investments. With a Roth account, you can start investing early and take advantage of the tax benefits while you’re still in a lower tax bracket.

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Cramer also likes Roth accounts because they are easier to manage than traditional accounts. With a Roth account, you don’t have to worry about taking distributions or paying taxes on the money you withdraw. This makes them ideal for those who don’t want to deal with the hassle of managing a traditional account.

Overall, Cramer believes that Roth accounts are the better choice for most people. They offer more flexibility and tax benefits than traditional accounts, and they are easier to manage. If you’re looking for a long-term investment that will give you more control over your money, a Roth account might be the right choice for you.

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23 Comments

  1. Lamar Dukes

    What if a person is on commission and it's varies each year? Which IRA you recommend? Thanks in advance.

  2. wayne austin

    The so-called tax-free bill is coming, during retirement you will have a huge bill to pay

  3. Joses

    I started contributing 20% of my income to a roth 401k when was 16 and now im 70 with 4.5 millin in my account, definitely would recommend the roth

  4. kurt housh

    With a traditional IRA one hopes taxes are lower when they withdraw the money. When RMD’s start the withdrawals may put you in the S.S. Tax torpedo, Medicare IRMAA taxes which double or triple your part B and part D contributions, or if you or your spouse die put you in the widows tax trap where you are now filing single. To top it all off your beneficiaries may be required to pay not only the tax on the RMD’s but a 40% death tax if your estate grows to over ~$6 million after 2025. Use the Roth when possible. Limit the RMD’s to the 10% tax bracket and buy whole life insurance with the rest. Your kids will thank you.

  5. Jason Goodman

    I feel like this guy is spitting all over my screen.

  6. Gerard Kowalski

    Get rid of IRS! Go with national sales tax.

  7. Brandon Craddock

    What did he mean by the index fund that "mirrors" the S&P 500?

  8. 17Napps

    who wants to wait until 59 geez

  9. Jacob G

    If you're in that middle mark of 22% marginal tax, would it be smart to invest in both if you have a Roth 401k? I figure I can take out of a Traditional until I reach the limit of the 12% and then take the rest from the Roth. That way some of the money is taxed at 12% instead of the entire amount taxed at 22%.

  10. Meera Kumar

    The successful catsup transmurally zoom because charles immediately heat barring a medical cold. utopian, well-off propane

  11. Tony Michael

    Use the backdoor method for Roth IRA if you don’t qualify bc of higher income

  12. Tony Tone

    I'm from 2021, do you still feel the same about our deficit?

  13. Sanjeet Mukadam

    If you put 5.5k in a retirement account. It’s better to pay tax on it now than to pay tax on it in 40 years when presumably the portfolio would be worth much higher. In the last 40 years the S&P returns have been 2900% so if it maintains that, you would be paying taxes on about 160k in a regular account.

  14. flying soul

    With roth ira, you can take out the principle amount anytime without penalty? If so, how fast do u get access to your money? Can u transfer it back to ur checkin? If so then its a no brainer to have a roth.

  15. Randolph Jones

    I opened 2 emplyee matched accounts with their 20 years locked in im the owner of my accounts and when the locks came off of both my accounts my holder at that time told me they stealing all of my money from both my accounts to be keeping for themselfs my holder is western conference teamsters unions in monrovia california this happened to me in 2008-09 so if anyone has them as your holder of your accounts do yourselfs a really huge favor and dump the bastereds from being your holder of your accounts employee matched your 401k and your retirement accounts they are crooks and they will steal all of your money out of your accounts trust me im their victim along with many of their victims this has been done to us and im here to warn you guys so i help you and not get robbed by these holder they are crooks

  16. Zackary Stewart

    Probably should do none of these and just stick your money directly in index funds. Why have your investments taxed as income? So dumb. Glad he covered that at the end. Take your 401k match and then shove the rest in index funds

  17. JP

    He asked about a Roth 401k not an IRA. Question not answered

  18. aikirunner

    This guy is so annoying. I can’t believe anyone listens to him.

  19. jesus is coming soon repent

    jesus is coming soon you need the holy spirit to truly be saved and baptized in jesus name….

  20. J C.

    Don't forget. With a long enough time frame you can invest your tax break with a traditional IRA and let it compound. You may find it yields more money. Use a compound interest calculator.

  21. Ara Coggin

    This a great video about Roth and traditional ira , i have had Mr Reed cooper handle my investment were i don't have to do much investing with him is one of the experience you can communicate with him on his whatsapp and email account

  22. hermitcrypto

    I use both.. put tax efficient items in the traditional ira. Remember the roth increases your annual income so if you are close to the next bracket then you should use the traditional ira to lower that back down.

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