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ROTH 401k vs. 401k – With Strategic Capital
Meet with a Retirement Planning Specialist that can help you determine the right retirement options.
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Holistic Wealth Management
We are a Fiduciary – your financial well-being is our focal point. We integrate with your needs, and plan holistically so you get risk management built into realistic portfolio management and other important features that can enhance peace of mind and potential. You get more choice, better focus, stronger customer service and access to world class institutional-level resources with Strategic Capital
AI in Investing & Innovative Resources
Waterloo offers significant opportunity through innovative products and platforms that allow our clients better understanding of trends, better options for investing, and insights on a full-portfolio level. In addition to this exclusive offering we also have resources that some financial advisories don’t have access to. Call us and let’s see what’s possible.
Business Planning, Insurance, and access to Capital
Our practice was built for you. Traditional service offerings in the financial services sector leave a lot to be desired. We wanted to give our clients the best potential for growth in all ways, always. Our approach takes a new look at not just the usual suspects in financial planning, but also brings other resources to bear as well.
Meet our Team of Professional Registered Investment Advisor Representatives
This Team makes it possible to do what we do – Right here in Austin
Our partnership with Waterloo and our incredible team at our Registered Investment Advisory Firm in Austin allows you to continue what you do best and leverage our talents, our time and our resources to help grow, protect, and transfer wealth, no matter where you are in your investing journey. We have access to tooling and resources that opens up options and improves risk management, without giving up potential for growth or stopping you from doing the things you love to do. We should Talk!
Our Retirement Specialists can help you navigate the 401k space
We’d love to work with you on your planning for the future, because what’s possible shouldn’t be feared due to the unexpected – get a real plan in place and work with the right Registered Investment Advisor in Austin.
All discussion is for general informational purposes and entertainment only. None of this content should be misconstrued as investment, legal, financial or tax advice. Every planning scenario should be evaluated independently – we offer Retirement Planning for this purpose.
Retirement Planning Information
Working with Strategic Capital to plan your retirement
What is a ROTH 401k vs. a 401k?
The advisors from Strategic Capital in Austin, Texas offer some insights to the differences between a ROTH 401k and a Traditional 401k to help you understand the ways strategic retirement planning can positively affect your retirement.
In the above video, we explore the differences with a ROTH 401k vs. a 401k. You may be surprised at how you can utilize both planning options in some scenarios, or may be able to leverage a specific retirement option to produce better long-term results for your unique situation.
While every retirement planning scenario is unique, and needs some specific attention paid to the suitability of the investment strategies and tools, this can help you get a basic understanding of the differences between a ROTH 401k vs. a 401k.
We invite you to schedule a consultation for a review of your retirement planning. We are a registered investment advisory in Austin, and offer a strong portfolio of services for those with retirement planning needs. Our advisors look forward to reviewing your planning and offering insights to bring you closer to reaching your goals.