Why 25% of Investors Are Switching to Roth 401k After 401k Rollover — Heres Why!

Sun, 03 May 2026 01:53:46 +0000

**Why 25% of Investors Are Switching to Roth 401k After 401k Rollover — Here’s Why!** A quiet shift is underway in retirement planning: nearly 25% of active investors are choosing to roll over their traditional 401k funds into Roth 401k accounts—this growing trend reflects a reckoning with rising costs, unpredictable tax penalties, and long-term flexibility. More people than ever are reevaluating how they manage their after-tax and pre-tax savings, drawn by the Roth’s promise of tax