Not all retirement accounts are created equal. So, when you save for retirement, it’s important to know that you have the right account and plan for you. On today’s podcast, we will talk about the different kinds of accounts such as 401(k)s, IRAs, Roth accounts, and others. Spoiler alert: David shares one account that’s even better than a Roth IRA!
You’ll want to hear about all of these basics in order to utilize the best tools and accounts. Whether you are looking to learn more, or your circumstances have changed recently, having a solid foundation of understanding allows you to make sound financial decisions. Working with a financial advisor can help you feel more confidence and find more success with your financial plan.
Here’s what you’ll learn on today’s show:
· Not all retirement accounts are created equal. (1:15)
· The foundation of most people’s retirement plans is the 401(k). (2:45)
· The IRA is used mostly by people who don’t have a 401(k) or 403(b). (7:17)
· Using the Roth option for your IRA or 401(k). (9:43)
· A simple IRA are a good option for those who are self-employed. (13:03)
· HSAs and FSAs may also be a part of your retirement savings plan. (14:40)
· The most popular retirement-related products. (20:36)
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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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