Roth vs Pre-Tax Savings Funding a Roth vs Pre-Tax investment vehicle is always a hot topic when trying to decide the type of retirement savings that’s best for you. There are multiple factors that come into play; and unfortunately, some of those factors we won’t know until retirement, such as
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.