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Retirement Answers - Don't forget about the Taxable Investment Account!

Don't forget about the Taxable Investment Account!

Retirement Answers

01/03/23 • 8 min

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We all know about IRAs and 401ks, but are there other ways to optimize your retirement savings? Yes, and it involves the investment account. In this episode of Retirement Answers, I discuss some of the potential tax issues that lie in waiting if all of your retirement assets are in tax-deferred accounts and provide some ideas around how you lower that future tax risk.

01/03/23 • 8 min

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