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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
First Vice President–Wealth Management
Certified Exit Planning Advisor
Education
Credentials
First Vice President–Wealth Management
Certified Exit Planning Advisor
Education
Credentials
Traditional or Roth?
For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
