#12 Eye on Estate Planning - Strategic Use of Investment Accounts
This episode was recorded in January of 2022, so there are some references to cold weather and the holidays, but all the information is still accurate.
Recent legal and tax changes impact the way you should be saving for retirement. For most people, their 401(k) becomes a traditional IRA via a rollover when they retire. So, if most of your savings is in a traditional 401(k) plan, this is for you!
In this episode, fellow advisor Danielle Woods joins Emily to discuss:
- The benefits of using a brokerage account as a tool for retirement savings
- Roth accounts and how they can be even more beneficial since the passage of the SECURE Act in 2020.
- Changes to tax and inheritance laws around traditional IRAs.
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