Connecting the Dollars by Propel Financial Advisors

Encore Episode! Creating Tax Diversity and Flexibility in your Savings Accounts with Danielle Woods


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This is an Encore Episode previously released on 11/30/2021. Amanda and Danielle discuss different types of savings accounts including 401ks, Roth IRAs and taxable savings/brokerage accounts. They breakdown the potential tax consequences of each type of account and emphasize the importance of saving and planning in order to meet your future goals.

 

Links and resources can be found at www.connectingthedollars.com

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Connecting the Dollars by Propel Financial AdvisorsBy Emily Agosto - Propel Financial Advisors

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