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IRA vs. 401(k): What Are You Really Working With?
Think an IRA is just another retirement account? The differences between IRAs and workplace plans can change how you manage your money over time. In this episode, Frankie Guida walks through how IRAs work, how they compare to 401(k)s and 403(b)s, and why having access to more investment options matters. He also discusses rollovers, tax treatment, and considerations for adjusting risk and consolidating accounts as retirement approaches
Schedule a complimentary appointment: A Better Way Financial
Learn more about Frank and Frankie's book here!
Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success"
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Follow us on social media: Facebook | LinkedIn | YouTube
See omnystudio.com/listener for privacy information.
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By Frank and Frankie GuidaThink an IRA is just another retirement account? The differences between IRAs and workplace plans can change how you manage your money over time. In this episode, Frankie Guida walks through how IRAs work, how they compare to 401(k)s and 403(b)s, and why having access to more investment options matters. He also discusses rollovers, tax treatment, and considerations for adjusting risk and consolidating accounts as retirement approaches
Schedule a complimentary appointment: A Better Way Financial
Learn more about Frank and Frankie's book here!
Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success"
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Follow us on social media: Facebook | LinkedIn | YouTube
See omnystudio.com/listener for privacy information.