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Ep 12: Tax Consequences on Various Retirement Accounts

There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today’s episode, we are going to discuss the pros and cons of different types of taxable accounts and their tax consequences. We will be covering Roths, IRAs, CDs, and more. You’ll want a plan that helps you be as tax efficient as possible.

What we discuss on the show:

0:41 – Having some control with tax planning

2:30 – Tax-deferred accounts

3:14 – Required minimum distributions

6:17 – Roth accounts

9:38 – After-tax brokerage account

11:38 – Tax consequences to CDs

13:03 – Life insurance

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