When planning for your retirement we like to ask the important questions, check your portfolio and gather all the information necessary prior to offering you a plan. When it comes to retirement, a one size fits all mindset can cause you to miss out on unique opportunities specific to your situation.
In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, discuss a number of investment strategies such as contributing to a Roth IRA or a 401K and which one will work best for you based on your unique situation. Join us as you start your ideal retirement planning to live out your golden years the way you desire.
Jeff and Benjamin discuss:
- How a Roth IRA might be the best account type for you
- How to determine your retirement planning steps based on your age
- The tax advantages you can gain depending on the type of account
- How you can determine the right amount and way to save for retirement
- And more
Connect With Blue Barn Wealth:
- info@bluebarnwealth.com
- (801) 466-4101
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- LinkedIn: Jeff Brimhall
- LinkedIn: Benjamin Cummings
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