On the BONUS call this week we talked to John from Houston who had some questions about reducing his tax liability once retirement rolls around. John and his wife are in great shape…these guys are serious savers which has allowed them to sock away $700k in retirement savings with many years left to add to the pot. It was a success as we were able to open John’s eyes about the benefits of using his Roth 401(k) plan at work.
“Better Off” is sponsored by Betterment.
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"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.