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Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.
Read more and get additional financial information: https://www.truefinancialpartners.com/ep-69-tax-consequences-for-different-account-types/
What we discuss today:
4:13 – Tax-deferred accounts
6:32 – Tax-free accounts
9:11 – Taxable account
13:06 – CDs
14:32 – Life insurance
By Dave Elizondo5
1414 ratings
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.
Read more and get additional financial information: https://www.truefinancialpartners.com/ep-69-tax-consequences-for-different-account-types/
What we discuss today:
4:13 – Tax-deferred accounts
6:32 – Tax-free accounts
9:11 – Taxable account
13:06 – CDs
14:32 – Life insurance