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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.

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Communication Financial Planning & Advice

Hays Financial Group Education Services

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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!

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Financial Wellness Money Management Recording Retirement Savings

Kickstart Your Retirement: New Year, New Financial Goals

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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