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Difference between Roth 401(k)'s and Roth IRA's

Download 7 Key Differences Between Roth 401(k) and Roth IRA.pdf

Roth investments can be an important part of your portfolio. However, they carry with them some special tax treatment and unique rules.  To complicate matters even further, there are different rules depending on what kind of Roth account you have; a Roth 401(k) or Roth IRA. 

Apart from retirement income planning, Roth accounts may provide unique estate and legacy planning opportunities. 

We help clients make sense of these rules and determine how a Roth investment plays into their overall investment and retirement planning.  The piece included here talks about the differences between a Roth 401(k) and a Roth IRA.

If you would like to discuss using a Roth investment or better understand how your current Roth account plays into your retirement income planning, we would be happy to help.  Give our office a call at 860-430-1009.

Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.