Personal Financial Growth: The Retirement Podcast
Jason T. Micheli: Financial Advisor and Investment Manager
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Order of Accounts When Investing for Retirement
What accounts should you fund first? Many people think that the first account they should fund when saving for retirement is a 401(k) or IRA, but that’s not always the case. Knowing what types of accounts to use and which accounts to fund first, can make a big difference in your long-term savings and future tax bill. So, if you have always wanted to know the order of accounts for saving your money, this episode is for you. ———————— Investing Resources Free Financial Assessment: https://einstokwealth.com/start-here Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/ More Resources: https://einstokwealth.com/links/ ———————— Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States. To enquire about working with Jason, start here: https://einstokwealth.com/start-here To learn more about Jason, visit https://einstokwealth.com/jason-micheli ———————— ©2023 Jason T. Micheli. All rights reserved.
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