Investment Accounts Need to Match Investment Goals

Choosing which retirement vehicle to utilize can be as tedious as purchasing a car, which for many people can be a very stressful ordeal.

When deciding which retirement vehicle to use, you have to consider your current tax situation, cash needs, alternative uses for the money, what options you have available at work, income thresholds, etc.

Join us as we explore different retirement savings vehicles that you can utilize, and some intricacies of each type.

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.