Ep 69: Tax Consequences for Different Account Types


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Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-69-tax-consequences-for-different-account-types/

What we discuss today:

4:13 – Tax-deferred accounts

6:32 – Tax-free accounts

9:11 – Taxable account

13:06 – CDs

14:32 – Life insurance

77 episodes