Capital Conversations

Balancing Act: Tax-Deferred Accounts and Financial Goals


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In this episode, Mike Collopy and Mike Mess discuss the intricacies of tax-deferred savings, focusing on retirement accounts like 401ks and IRAs. They explore the benefits and challenges of these accounts, including tax implications, liquidity issues, and strategic planning for different life stages. The conversation also touches on the psychological aspects of financial planning and the importance of diversifying savings across various accounts.

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Capital ConversationsBy Veracity Capital