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re: Retirement Contributions. Do you agree with this chart?

Posted on 6/22/18 at 3:49 pm to
Posted by Jag_Warrior
Virginia
Member since May 2015
4126 posts
Posted on 6/22/18 at 3:49 pm to
He has a Roth 401k. AFAIK, the company match will go into a Traditional 401K account, but it sounds like he'll be fine as far as future taxes on his contributions and gains are concerned.

If he's eligible for an HSA, that's typically a good move. As for the rest, if the options are good, plow it in the Roth 401K or the Roth IRA. If you're in a position to max it all, then max it all.
This post was edited on 6/22/18 at 3:54 pm
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