Retirement

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Unlocking the Mega Backdoor Roth: A Smart Strategy for High-Income Earners

Unlocking the Mega Backdoor Roth: A Smart Strategy for High-Income Earners Read More »

As a high-income professional, you’ve likely heard about the importance of maximizing tax-advantaged accounts like 401(k)s and IRAs. But if you’re seeking ways to contribute even more toward your retirement savings, the Mega Backdoor Roth IRA may be the solution you didn’t know you needed. Before diving into this advanced strategy, let’s first break down […]

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Should You Contribute Traditional (Pre-Tax) or Roth (Post-Tax) to Your Retirement Account?

Should You Contribute Traditional (Pre-Tax) or Roth (Post-Tax) to Your Retirement Account? Read More »

At Truly Aligned: A Wealth Management Firm, we are passionate about helping our clients make strategic financial decisions that align with their values and goals. One of the most common questions we receive is: Should I make pre-tax (Traditional) contributions or post-tax (Roth) contributions to my retirement account? The answer, as with most wealth management

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