Diversification, Taxes and Different Types of Retirement Accounts

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Frequently Asked Questions about Retirement Planning

Some of the questions that we receive from various folks are fairly common. You may want to visit our web site and see if any of them peak your interests. Here are a few of them:

Diversification

Read our recent FAQ:

Diversification in Investing: Fundamentals, Importance & Why You Need It

We discuss what is diversification? How does diversification protect investors? We discuss systematic and unsystematic risk as well.

Different Types of Retirement Accounts

Listen in on your iPhone, Android phone, your Spotify device or other smart speaker. You may even listen on your computer.

Podcast Episode 40: What You Need to Know About Different Types of Retirement Accounts

Nathan Merrill, attorney, Mike Miller CPA and Karl Frank CFP as they lay out the fundamentals about retirement accounts. Learn the different ways that the money can be invested. Learn the different taxes, tax benefits. Learn why a retirement account eliminates the worry over capital gains tax. Learn the lingo and the law.

Additionally, learn about the Roth conversion and whether you do or do not want to do one of these things. Learn about what happens to your retirement when you pass away. On the other hand, learn what you need to do when you inherit a retirement account. This is an introductory podcast full of essential information

Podcast Episode 40: What You Need to Know About Different Types of Retirement Accounts
About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.