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Money Magazine: Your 401(k) Is Just One Piece of the Retirement Puzzle. Here’s the Right Place for It.

Chad / 28 Aug 2019

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Why should investors under 40 consider switching from traditional to Roth 401(k) contributions?

As Ubiquity Retirement + Savings CEO Chad Parks explained to Money Magazine, if you have a portfolio with multiple holdings (like an IRA, a brokerage account, investment property or–if you’re lucky–a pension) it’s possible that your post-retirement income stream will put you in a higher tax bracket. Paying a smaller amount of tax today could potentially save you in the long run.

© 2019 Ubiquity Retirement + Savings
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44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2019 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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