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Ep 15: Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Manage episode 362433229 series 3403932
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Not all retirement accounts are created equal. It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples.
Here are some of the topics we’ll discuss in this show:
- What are the limits of Roths? (5:51)
- Are annuities, dividends, or stocks right for me? (9:26)
- How do you choose what’s best for you and your plan? (11:20)
CONNECT:
If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.
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