Where to Save More, Beyond The Basics

In today's episode Nicholas Olesen, CFP®, CPWA® shares ideas about where you should save your capital, beyond the basics.

While everyone knows they need to save, there are a couple dozen types of accounts to save into and thus it can be confusing about where to save.  A few key takeaways covered are:

• The building blocks of different accounts to grow into over time
• Tax implications of different types of accounts
• Restrictions or opportunities for each account
• Investment options inside each account
• Gifting concerns around 529s or trusts

You can find a transcript of today’s show at: www.kathmere.com/blog

Please send us feedback and any topic or questions you would like us to cover.  Email us at: [email protected]