Don't forget about the Taxable Investment Account!
Jan 03, 2023•9 min•Ep. 4
Episode description
We all know about IRAs and 401ks, but are there other ways to optimize your retirement savings? Yes, and it involves the investment account. In this episode of Retirement Answers, I discuss some of the potential tax issues that lie in waiting if all of your retirement assets are in tax-deferred accounts and provide some ideas around how you lower that future tax risk.