We talk a lot about investing in 401(k)s and Roth IRAs, but what about investing in something else? David gets questions about this topic from young and old alike, so today we’ll talk about some alternative options and why you might choose to do so.
There’s a reason you may want to have a few different types of accounts within your financial plan, but understanding what you need and why you need it is the most important part of the process.
This episode will focus on help get a better idea of what all goes into those decisions and the different considerations you’ll want to factor into your plan.
Here’s why you might consider also investing somewhere else:
· There is freedom in having these other investment options. (4:16)
· Be prepared for your taxes to change! Certain rules you don’t want to overlook. (8:44)
· Know how the step up in basis works with an inheritance. (14:30)
· Passing money onto the next generation can look a number of different ways. (16:30)
"Lots of opportunities you just need to know the rules and figure out what makes the best sense for you and your situation."
– David Dickens
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Overland Park, KS 66210
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CONTACT US
OUR LOCATION
10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
Get Directions
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