Jul 28, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® shares ideas about where you should save your capital, beyond the basics.
While everyone knows they need to save, there are a couple dozen types of accounts to save into and thus it can be confusing about where to save. A few key takeaways covered are:
- The building blocks of different accounts to grow into over time
- Tax implications of different types of accounts
- Restrictions or opportunities for each account
- Investment options inside each account
- Gifting concerns around 529s or trusts
You can find a transcript of today’s show at: www.kathmere.com/blog
Please send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com