• Milberg, whose Erisa Expertise LLC sells software that compares Roth with non-Roth outcomes, says that Charles could easily wind up better off with Roth even if his tax bracket goes down a bit in retirement.

    FORBES: 50 Years Old

  • By opting for Roth, Charles raises his immediate tax bill but gets rewarded decades later with a tax break, namely that withdrawals are completely tax free.

    FORBES: 50 Years Old

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