Assets in this category may create taxable income along the way through interest, dividends, or capital gains. Example: a non-retirement brokerage account.

Assets in this category generally postpone taxation on growth until money is withdrawn in the future. Example: a traditional 401(k).

Accounts in this category may allow growth and future distributions to avoid inclusion in taxable income if the rules are followed. Example: a Roth IRA.

Congratulations on saving for retirement. You have already done the hard part by accumulating assets. This check summarizes how your current savings mix may affect how much retirement income you may be able to spend after taxes.

Current Allocation Snapshot

Why This Matters

What This May Mean

Areas to Review

Next Step

A review with Roth Advisors can help you identify practical changes to where and how you save so you may be able to keep more of your retirement income after taxes.

Even small adjustments made over time may meaningfully improve long-term flexibility.

Schedule a review with Roth Advisors to discuss your results and explore potential improvements.

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This report is educational and based on the information entered. It is not tax, legal, or investment advice.