Too Much in 401(K) and Tax-Deferred Accounts?
Niki wrote in and asked: For the last several years, I’ve been able to save $80,000 pretax dollars (401k) per year as a business owner. But now I’m worried my pre-tax bucket is getting too large. I might have opportunities for Roth conversions later, but I’m wondering if it would be worthwhile to pay some tax now and save some of that money in a brokerage account. Because brokerage accounts…
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