What Retirement Accounts to Use

Personal Financial Growth: The Retirement Investing Podcast

English - September 12, 2023 12:57 - 16 minutes - 30.8 MB - ★★★★★ - 2 ratings
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Previous Episode: How to Determine Your Risk Tolerance

Next Episode: Top Questions About Retirement Investing

What Retirement Accounts to Use

When it comes to saving for retirement, one of the challenging decisions is deciding which accounts to prioritize. Should you focus on maxing out your 401(k) or your IRA? And when is it appropriate to consider a taxable account for your retirement savings? Furthermore, how does debt factor into these choices? These are all important questions to consider, as personal finance is unique to each individual. In this episode we explore the best strategies for retirement savings so you can make informed decisions based on your circumstances.

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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