Retirement Planning: Brokerage Account vs. Roth IRA 🤔
Jazz Wealth Managers Jazz Wealth Managers
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 Published On Mar 22, 2024

Today we're diving into a traditional IRA or Roth IRA retirement plan scenario! We also covered a plan where a person may consider a brokerage account vs. Roth IRA. I know this all sounds crazy but stay with me! It'll all make sense!

We're an investing service that specializes in retirement planning. We'll manage your retirement investments while teaching you all about your money.

0:00 - 1:00 Intro
1:01 - 2:15 Brokerage Account vs. Roth IRA Account Overview
2:16 - 6:53 Brokerage Account Tax Planning in Retirement
6:54 - 8:55 Traditional IRA vs. Roth IRA & tax planning
8:56 - 9:30 Disclosure on all of this! :)
9:31 - 10:45 Bad jokes.

#retirement #retirementplanning #dohstr8
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