Summary
In this episode, Anthony welcomes Jason Lee, a financial planner extraordinaire who helps people in retirement and other financial plannings. Jason joins Anthony today to explain what retirement plans are and their benefits to you — including the 401K, the IRA, and the Roth IRA. Listen as they talk about every bit of information you need to know about your retirement plan, how you can maximize them, and what strategies you can do in using your benefits.
Covered Topics
- The 401K Plans
- Contributions
- Investments
- What happens when you leave your job
- What happens at retirement
- The 3-Bucket Approach
- The Traditional IRA
- The Roth IRA
- How it works
- Benefits
- Eligibility and exclusions
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