Choosing Between Traditional and Roth Contributions Before You Retire
The right mix of Traditional and Roth contributions shifts as your income, tax bracket, and retirement timeline evolve, and understanding how to read those signals can help you keep more of what you've saved.
What's Inside
- Learn how your current tax bracket can guide which account type works harder for you right now
- Understand why the Traditional versus Roth answer may change as you move through your career
- See how splitting contributions across account types can create tax flexibility in retirement
- Get a quick self-check to evaluate whether your current contribution strategy still fits your situation
- Explore how catch-up contribution rules for those 50 and older expand your planning options
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Ronald Briggs
Financial Professional Ronald J. Briggs Jr, FIC, CRPC®, is an industry veteran with over four decades of experience. As the founder of Caitlin John Private Wealth Management, a Fiduciary based Registered Investment Advisor firm established in late 2010, the inspiration and namesake of Caitlin John was conceived from Ron and his wife Kristin’s two children’s middle names. The vision then and future legacy was to build a fiduciary-based advisory firm to continue serving his clients and future generations grow his practice. The boutique feel and personalized experience that Ron’s clients felt spread to other Advisors both locally and nationally and enabled the Firm to grow exponentially to this date. Each of these Advisors came to Caitlin John to be part of our “FIDUCIARY” and independent Registered Investment Advisor (RIA) firm with their own individual brand and identity they built in their local community. With that being said, Ron and his Team of Tax and Risk mitigation experts are proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its dual national headquarters located in Brighton, Michigan and Bonita Springs, Florida.