Helena — Roth vs Traditional 401k at Your Bracket

What you’ll master — Outcomes you can use

1. They can defend their chosen split in under two minutes

Your tutor

A retirement-plan educator who has watched people flip the wrong toggle for a decade and never says it depends without saying what it depends on.

Sharp · Socratic · Allergic to rules of thumb

The plan — What’s inside

1. Your Actual Marginal Bracket Today
2. State Tax Now Versus Where You Will Retire
3. What Your Retirement Income Will Look Like
4. The Split And When To Revisit It

4 parts

Questions about this course

Should I pick Roth or pre-tax 401k at my income and bracket?

Roth vs traditional 401k, worked through 1:1 with an AI tutor that never says it depends without saying what it depends on. Four sessions on your marginal bracket, your state now versus in retirement, and the split, ending when you can defend it in under two minutes.