What accounts should you fund first?

Many people think that the first account they should fund when saving for retirement is a 401(k) or IRA, but that’s not always the case. Knowing what types of accounts to use and which accounts to fund first, can make a big difference in your long-term savings and future tax bill. So, if you have always wanted to know the order of accounts for saving your money, this episode is for you.

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Investing Resources

• Free Financial Assessment: https://einstokwealth.com/start-here
• Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
• More Resources: https://einstokwealth.com/links/

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Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

To enquire about working with Jason, start here: https://einstokwealth.com/start-here

To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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