Sean Mason talks about two popular buckets of money. He explains what people misunderstand about qualified money accounts and why they need to be very considerate of the tax implications down the line. Sean also talks about common accounts that people realize are non-qualified – that people have already paid taxes on. And Sean shares why there are so many exceptions and rules and that people should not make big moves with either type of money without the help of a financial advisor. Sean also shares about how he will be snowboarding and surfing within days of each other soon.

Click here to get in touch with Sean and his team or give them a call at 559-892-0002.

See omnystudio.com/listener for privacy information.