4 Important Accounts for Retirement (PLUS Ways to Use Them & Help Reduce Taxes)
Автор: Scott Sierens, CFP®
Загружено: 2025-05-19
Просмотров: 846
As you save for retirement, it’s not just about having a retirement account, it’s about having the right types of accounts and knowing how to use them most effectively. So today’s video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most tax-efficient way.
Here’s some of what we discuss in this episode:
📉 How to reduce taxes using account strategy
🔁 Why sequence matters when withdrawing income
💰 A flexible account most people overlook
🧾 Real-life example of using conversions to save money
0:00 – Intro
2:12 – Workplace Retirement Account
3:23 – IRAs
5:52 – Brokerage account
8:06 – Health Savings Account
9:00 – Strategies for these accounts
#Retirement #RetirementPlanning #401k #IRA #TaxPlanning
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Company website: https://sierensfinancialgroup.com/
Podcast website and resources: https://maxretirementshow.com/
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Social Security Benefits Guide: https://maxretirementshow.com/socials...
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