Whiteboard Series

Whiteboard Series: Tax-Advantaged Accounts

This week I recorded and released an outstanding conversation with Bill Sweet of Ritholtz Wealth Management on, of all things, taxes. Yes, I know taxes are not a favorite subject for most people, but it is an important part of a financial plan. As you’ll learn from Bill, proper usage of tax-advantaged accounts can help provide a boost to your financial plan. During our conversation, Bill and I mention a number of different types of accounts, and I wanted to make sure we didn’t lose anyone along the way.

So, I busted out the whiteboard and review the different types of tax-advantaged accounts at your disposal. In order to keep the video on the short side and to avoid overstepping into advice, I keep it high level with what I cover. Talk to you financial advisor to determine how these tax-advantaged accounts fit into your plan and how you should be using them.

While you’re in a learning mood, be sure to check out Episode 22 of All About Your Benjamins The Podcast with Bill Sweet.

Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.