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Brett Fellows, CFP®

About the Author

Brett Fellows, CFP® is the founder and president of Oak Capital Advisors in Charleston, South Carolina. As a small business owner and financial planner, Brett's expert insights help CRNAs plan for a financially secure retirement.

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E27: Should You Contribute to a Roth 401(k) or 403(b)?

MoneyRx for CRNAs Podcast / By Brett Fellows / November 13, 2024
Roth 401k or 403b

Today, I want to talk about a decision I see come up frequently with my clients around this stage of life. Should you contribute to a Roth 401k or 403b?

Now, maybe you’ve heard about Roth 401ks or 403bs, but you’re not exactly sure how they work or if they’d be right for you. The truth is, this decision can significantly shape what the next chapter of your life looks like.

So, let’s unpack it together and get you the information you need to make the best choice for yourself.

Contents hide
1 Episode Highlights
2 Links Relevant to this Episode
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Episode Highlights

[03:44] Understanding Roth 401k and 403b accounts.

[05:12] Tax benefits and future planning considerations.

[08:46] Employer matches and contribution limits.

[10:43] Case study: Anna’s retirement strategy.

Links Relevant to this Episode

Should I Contribute to My Roth 401k? Download the Guide

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Book Preorder Link: MoneyRx For CRNAs: Secrets and Strategies to Maximize Wealth and Retirement

Looking for more financial planning tips and resources for CRNAs? Check out the MoneyRx for CRNAs Podcast home page for additional podcast episodes.

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