Roth vs. Pre‑Tax 401(k) in Your 50s & 60s: How to Maximize Retirement Income

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In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or pre-tax? It’s not just about today’s tax bill. It’s about future flexibility, income planning, and how your choices ripple through the rest of your financial life. Using real-world scenarios and practical strategies, Matt walks through when each approach might make sense, and when it might not.

Here’s some of what we discuss in this episode:

Scheduling Matters – Timing your moves

Roth vs. Pre-Tax – Taxes now or later

Case Studies – Real-world tax strategies

Market Fear – Planning beyond volatility

Next Steps – Getting personalized guidance

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.