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Podcast: Smart Money Questions
Episode: Roth vs. Pre‑Tax 401(k) in Your 50s & 60s: How to Maximize Retirement Income
Description: 💸 Ready to take control of your financial future?
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In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or pre-tax? It’s not just about today’s tax bill. It’s about future flexibility, income planning, and how your choices ripple through the rest of your financial life. Using real-world scenarios and practical strategies, Matt walks through when each approach might make sense, and when it might not.
Here’s some of what we discuss in this episode:
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