Weekly Market Recap Week Ended March 24, 2023

Deciding between pre-tax and Roth 401(k) contributions isn’t just about retirement—it’s also about your tax bracket.

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Owing taxes can be stressful. When you have a federal or state tax bill due, it’s natural to want to free up cash fast. Many people consider stopping their retirement contributions until the tax is paid off.

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A tax refund can feel like a bonus, but it’s really just money you paid in taxes that you didn’t need to. Since it’s your own money coming back to you, it’s worth thinking carefully about how you use it.

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