Check Your Balances
Managing your money doesn't have to be boring. Check Your Balances is your weekly financial co-pilot, hosted by two experienced financial planners. We deliver straight-talk strategies and expert-level advice to help you save, invest, and finally feel 100% in control on your journey to financial independence.
Check Your Balances
Pre-Tax vs. Roth 401(k) & Listener Back-to-School Feedback
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Ross Anderson, CFP® and Daniel Messeca, CFP®
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On this mailbag edition of Check Your Balances, Ross and Dan tackle three distinct listener questions:
- Traditional vs. Roth 401(k): Is it worth switching to Roth if higher taxes mean you can't max out your total savings?
- Roth Withdrawals for Education: The rules, tax traps, and penalty exceptions for using Roth funds to pay for college or grad school.
- Back to School Recap: What you thought of our Back to School 101 foundational refresher, plus listener takes on high-level strategy vs. financial basics.
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