We found a match
Your institution may have access to this item. Find your institution then sign in to continue.
- Title
Myths and Truths of IRA Investing.
- Authors
Caliendo, Frank; Lewis, W. Cris
- Abstract
As a general rule, tax-advantaged saving vehicles, such as an IRA or a 401(k) program, will provide higher retirement benefits than will comparable investments in assets within a taxable plan. If funds are saved only under the IRA umbrella, the decision of whether to use a Roth or a traditional plan can be based on expectations about differences in the marginal tax rate between the accumulation and distribution periods. If the individual invests in both an IRA and a taxable asset, the Roth IRA/taxable asset combination generally will provide higher retirement income than will the traditional IRA/taxable asset combination.
- Publication
Journal of Financial Planning, 2002, Vol 15, Issue 10, p86
- ISSN
1040-3981
- Publication type
Academic Journal