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

Author: Chad Parks / 28 Aug 2019

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.