Ep 69: Tax Consequences for Different Account Types

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By Dave Elizondo. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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