What to know about your 401(k) and taxes

Key points

A traditional 401(k) has pretax contributions and withdrawals that are taxed as ordinary income.
A Roth 401(k) has after-tax contributions and tax-free withdrawals during retirement.
401(k) withdrawals before age 59½ may be subject to early withdrawal penalties. Learn more

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and James River Advisors are not affiliated. Investment products and services available only to residents of VA, TN, and NC. Advisory services are available to residents of all 50 states.

Cambridge’s Form CRS (Customer Relationship Summary

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, James River Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site

James River Advisors