YFP 163: Investing Beyond the 401k/403b

by | Feb 2, 2023 | 403b

YFP 163: Investing Beyond the 401k/403b




Tim Ulbrich and Tim Baker talk about investing beyond the 401k or 403b and break down the traditional IRA, Roth IRA, HSA, SEP IRA and taxable/brokerage accounts and discuss their contribution limits, how to appropriately use them and the advantages and disadvantages of each.

Mentioned on the Show

Join APhA- Get 25% Off Your Membership with Code: YFP2020 YFP Planning Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions YFP 073: How to Determine the Priority of Investing YFP 074: Evaluating Your 401k plan YFP 075: DIY, Robo or Hire a Planner? YFP 076: Investing Rapid Fire Q&A YFP 096: How to do a Backdoor Roth IRA Why Most Pharmacists Should Do a Backdoor Roth IRA Book a Discovery Call with YFP Planning YFP Facebook Group…(read more)


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