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

Episode Summary

November 2, 2021 | 00:28:00 | E38

Join 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. In the podcast, we discuss the eligibility limits and make reference to this IRS web page:
https://www.irs.gov/newsroom/new-income-ranges-for-ira-eligibility-in-2021
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.