Are You Saving In The Wrong Accounts for Retirement?

by Retirement Advisor | Jan 14, 2023 | Inherited IRA

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If you’re wondering where to save your money for retirement, this video is for you! We’ll discuss the different types of accounts available to you and explain the advantages and disadvantages of each. We also give you a step-by-step guide on what accounts to save in first. In this video, we’re going to discuss the differences between Roth and traditional 401ks, and show you which account is best for you. We’ll also talk about HSAs, and how they can help you save for your future. We also talk about what accounts you should save in first and where to save after that. We cover everything from an emergency fund, to employee stock purchase plans. Determining where you save can help reduce the taxes you pay. The goal is to have flexibility in your retirement and the type of savings account help give flexibility when you retire.

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– Johnathan Rankin CRPC® CEPA®, Founder & CEO
– Melissa Rankin – Wealth Management Advisor
– Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC….(read more)