Retirement Saving Tax Strategies

Retirement saving tax strategies involve using the right retirement accounts during your working years and timing how you take money out in retirement.

 

Examples include:

  • Employee 401(k) contributions
  • Employer 401(k) contributions
  • 403(b) contributions
  • Traditional vs Roth IRA contributions
  • Roth IRA conversions
  • Backdoor Roth IRAs
  • Self-employed retirement plans including SEP IRAs and 401(ks)

 

To learn more about how these strategies work, how much you could save, and how to put these strategies into action, contact a tax advisor now.