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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 69: Tax Consequences for Different Account Types

Ep 69: Tax Consequences for Different Account Types

Nov 18, 2021

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