BONUS call 012

On the BONUS call this week we talked to John from Houston who had some questions about reducing his tax liability once retirement rolls around. John and his wife are in great shape…these guys are serious savers which has allowed them to sock away $700k in retirement savings with many years left to add to the pot. It was a success as we were able to open John’s eyes about the benefits of using his Roth 401(k) plan at work.

Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we’ll arrange to get you on.

Don’t forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview. Better Off is sponsored by Betterment. Please let us know what you think by leaving a rating or review in iTunes.

For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/.