Casey weade tax efficient retirement Casey weade tax efficient retirement
Podcast 465

465: Tax-Efficient Retirement Planning: IRAs and 401(k)s vs. Taxable Accounts

What is the best type of account for you to allocate your retirement savings? One of the biggest factors in helping you make this decision will be taxes.

In this episode, we discuss:

  • Current tax deduction vs. ongoing tax deferral
  • Impact of the SECURE Act
  • Why tax location is important
  • How to factor in tax-free accounts

Today's article is from Morningstar titled, The True Tax Benefit of IRAs and 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

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