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SR
One of the most overlooked retirement planning mistakes: clients who max out their 401(k) but completely ignore their Roth IRA opportunity window.
If your income is under the threshold, you have a limited number of years to take advantage of tax-free growth. The time to act is usually 10 years before you think it is.
If your income is under the threshold, you have a limited number of years to take advantage of tax-free growth. The time to act is usually 10 years before you think it is.
#RetirementPlanning#CFP
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MJ
Hot take: most retail investors would be better served by a boring 3-fund portfolio than by any actively managed fund. Over 20-year periods, roughly 90% of actively managed large-cap funds underperform their benchmark index.
#Investing#IndexFunds
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