JMF Capstone Wealth ManagementChoosing Between Roth & Traditional IRAs – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Choosing Between Roth & Traditional IRAs https://www.jmfcapstone.com/2016/08/15/choosing-roth-traditional-iras/ https://www.jmfcapstone.com/2016/08/15/choosing-roth-traditional-iras/#respond Mon, 15 Aug 2016 09:00:05 +0000 http://evolvemypractice.com/?p=3063 Among the most important decisions investors make is their choice of location for assets within the various alternatives available for retirement (tax-advantaged) accounts. Allocating between a traditional IRA (a pretax, tax-deferred account) and a Roth IRA (a post-tax, tax-free account) can have a pronounced impact on retirement outcomes, given the $14 trillion in tax-advantaged retirement...

The post Choosing Between Roth & Traditional IRAs appeared first on JMF Capstone Wealth Management.

]]> Among the most important decisions investors make is their choice of location for assets within the various alternatives available for retirement (tax-advantaged) accounts. Allocating between a traditional IRA (a pretax, tax-deferred account) and a Roth IRA (a post-tax, tax-free account) can have a pronounced impact on retirement outcomes, given the $14 trillion in tax-advantaged retirement account assets at the end of 2015.

David Brown, Scott Cederburg and Michael O’Doherty contribute to the literature on retirement asset location with their June 2016 paper, “Tax Uncertainty and Retirement Savings Diversification.”

Read the rest of the article on ETF.com.

The post Choosing Between Roth & Traditional IRAs appeared first on JMF Capstone Wealth Management.

]]> https://www.jmfcapstone.com/2016/08/15/choosing-roth-traditional-iras/feed/ 0