• What Retirement Accounts to Use

  • Sep 12 2023
  • Duración: 17 m
  • Podcast

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What Retirement Accounts to Use

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  • What Retirement Accounts to Use

    When it comes to saving for retirement, one of the challenging decisions is deciding which accounts to prioritize. Should you focus on maxing out your 401(k) or your IRA? And when is it appropriate to consider a taxable account for your retirement savings? Furthermore, how does debt factor into these choices? These are all important questions to consider, as personal finance is unique to each individual. In this episode we explore the best strategies for retirement savings so you can make informed decisions based on your circumstances.

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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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    ©2023 Jason T. Micheli. All rights reserved.
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