Skip to content

Roth Or Pretax

Recording Retirement Optimization

This is one of the most common conundrums in retirement savings. This presentation discusses the differences and advantages of each. It also shines light on Roth savings in your employer-sponsored plan compared to a Roth IRA. You should save as much as you can anyway you can, and we will help you understand how Roth and pretax fit into your retirement savings strategy.

Additional Resources

Recording Resources

Live Q&A Recording: June 2025

- If there is no employer match, should I still save in my 401(k)? - How do I know if I am ready to retire? - With all the ups and downs in the market lately, should I be changing how my money is invested? ...and more!

Learn MoreLearn More
Video intro image graphic about Inflation Effects on Retirement Savings. Video presented by Greg Klein of Hays Financial Group
Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

Learn MoreLearn More
Close