Are you aware that 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. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:30 - Main Topic: Retirement Savings Basics
2:10 - 401(k)s, 403(b)s, & 457 Plans
3:17 - Pros Of Traditional Accounts
5:32 - IRAs
7:22 - Simple IRAs
8:16 - HSAs & FSAs
11:35 - Annuities, CDs, & Dividend Stocks
12:35 - How Do You Choose Which Account Is Right For You?
14:42 - Mailbag: Claire Asks If She Should Push Her Retirement Date Back
Why Should You Plan For Retirement With A Sense Of Urgency?
Exposing 401(k) Weaknesses
Are Tax Advantages Overrated?
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
5 Simple Retirement Questions (That Are Hard To Answer)
What's Bugging Charles
50 Shades Of Gray Area
Top Distractions Throwing You Off Your Financial Game
Risk Tolerance
Are You Asking The Wrong Financial Questions?
Real Financial Advising Is Solving Problems
Settle The Debate - Right Or Wrong
Winding Back The Debt Clock
Important Financial Terms You Should Know
Retirement Planning: More Than Just Investments
Sales Pitches Versus True Planning
Fuzzy Math
Dealing With Divorce
Unique Planning Challenges
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