Ep. 76: The Unsung Hero of Retirement Accounts
Roth IRAs, 401ks, Health Savings Accounts and Traditional IRAs generally get the most hype when it comes to saving and investing for retirement.
However, the TAXABLE BROKERAGE ACCOUNT, in my humble opinion, is the unsung hero in the retirement planning puzzle. This is due to the ultimate flexibility and surprising tax efficiency during the accumulation, distribution, AND legacy phases.
Check out this episode where I talk about the benefits in each phase, as well as some of the mistakes I see retirees make when using these accounts to plan for and execute a successful retirement.
I hope you enjoy it!
-Kevin
Are you interested in working with me 1 on 1?
Click this link to fill out our Retirement Readiness Questionnaire
Connect with me here:
- Facebook
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal or investment advice.
