5 Financial Things You Don’t Want To Do – 5 part series

#4 Letting Uncle Sam eat your retirement

There are lots of different types of investments and they all have quirks when it comes to taxes. Some are tax-deferred, some are fully taxable, some, like Roth IRAs, provide tax-free options. What we talk to our clients about all the time is that you want a mixture of all three of these.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor.


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