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Top related persons:
Roth - 1 — - 1 Ashton Lawrence - 1 Lawrence - 1 Lawrence Pon - 1 There's - 1 Catherine Valega - 1 Valega - 1
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Greenville , South Carolina Redwood City , California Boston
Top related orgs:
Mariner Wealth Advisors - 1 Lawrence Pon CPA - 1 Pon & - 1 Green Bee - 1 Green - 1

Search resuls for: "Lawrence Pon CPA"


2 mentions found


☆ Trying to choose Pretax vs. Roth 401(k)? Why it's trickier than you think, experts say
  + stars: | 2023-07-10 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +4 min
While pretax 401(k) contributions reduce your adjusted gross income, you'll owe levies on growth upon withdrawal. By comparison, Roth 401(k) deposits won't provide an upfront tax break, but the money can grow tax-free. Experts say these expected changes may also factor into the pretax versus Roth contributions analysis. Plus, recent changes from Secure 2.0 have made Roth 401(k) contributions more appealing for some investors, she said. Consider your 'legacy goals'"Legacy goals" are also a factor when deciding between pretax and Roth contributions, said Lawrence from Mariner Wealth Advisors.
Persons: Roth, —, Ashton Lawrence, Lawrence, Lawrence Pon, There's, Catherine Valega, Valega, pretax Organizations: Mariner Wealth Advisors, Lawrence Pon CPA, Pon &, Green Bee, Green Locations: Greenville , South Carolina, Redwood City , California, Boston
☆ Pre-tax vs. Roth 401(k): Deciding which to use for retirement is trickier than you think
  + stars: | 2023-02-11 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +3 min
Prathanchorruangsak | Istock | Getty ImagesWhether you're starting a new job or updating retirement savings goals, you may need to choose between pre-tax or Roth 401(k) contributions — and the choice may be more complex than you think. While pre-tax 401(k) deposits offer an upfront tax break, the funds grow tax-deferred, meaning you'll owe levies upon withdrawal. By contrast, Roth 401(k) contributions happen after taxes, but your future earnings grow tax-free. Experts say these expected changes may also factor into the pre-tax vs. Roth contributions analysis. Plus, recent changes from Secure 2.0 have made Roth 401(k) contributions more appealing for some investors, she said.
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