Ep 30 A Course To Retirement - Taxes Continue

Cornerstone Retirement Partners

English - February 17, 2020 18:45 - 55 minutes - 76.8 MB
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Previous Episode: Ep 29 A Course To Retirement - Financial Surprises

Next Episode: Ep 31 A Course To Retirement - Important Financial Topics

You can choose to “shelter” your investment and retirement assets under one of three possible “umbrellas” - Taxable (non-qualified), tax-deferred (Traditional IRA’s and 401(k)’s), or tax-free (Roths & certain life insurance).