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Feb 12, 2020

You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa discuss strategic ways to think about how to invest for your post-work goals.

Topics include:

  • The power of tax-deferred investing and compounding
  • Roth IRAs vs. traditional IRAs
  • The triple-tax-advantaged benefits of health savings accounts
  • Maximizing your contributions without neglecting current budget needs
  • The “backdoor” Roth and why not to go it alone

Additional material referenced:
Health savings account podcast episode
Roth IRA podcast episode
Roth conversion special report