The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast


Roth 401k: Smart Moves You’re Missing

May 08, 2025

Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding when, why, and how to contribute to a Roth 401k through your employer plan. He covers why your future tax bracket matters just as much as your current one, and an easy trick to start your five-year clock for penalty-free withdrawals.


Here’s some of what we discuss in this episode:


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