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Roth vs. Traditional at Every Age: Helping Employees Make Smarter Choices

Roth vs. Traditional at Every Age: Helping Employees Make Smarter Choices

The Legacy Lab
• 13 min
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In this episode of The Legacy Lab, Ashley and Megan break down one of the most common retirement planning questions — Roth or Traditional? — by career stage. From younger employees who benefit most from tax-free growth, to peak earners who get more value from upfront deductions, to those nearing retirement navigating SECURE 2.0 catch-up rules, they walk through the full picture. The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.