Order of Accounts When Investing for Retirement

Personal Financial Growth: The Retirement Investing Podcast

English - August 07, 2023 00:45 - 20 minutes - 37.4 MB - ★★★★★ - 2 ratings
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Previous Episode: Three Common Mistakes People Make When Saving For Retirement.

Next Episode: How to Lower Taxes in Retirement

What accounts should you fund first?

Many people think that the first account they should fund when saving for retirement is a 401(k) or IRA, but that’s not always the case. Knowing what types of accounts to use and which accounts to fund first, can make a big difference in your long-term savings and future tax bill. So, if you have always wanted to know the order of accounts for saving your money, this episode is for you.

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Investing Resources

Free Financial Assessment: http://start.ein.la How I Invest: http://taxes.ein.la Tax-Efficient Investing: http://inside.ein.la More Resources: http://links.ein.la

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Jason T. Micheli, PhD is a wealth manager in Orange County, CA serving clients all across the United States. To enquire about working with Jason, start here: http://start.ein.la. To learn more about Jason, visit http://jason.ein.la