Du Charme Wealth Management Podcast
Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives.
DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Du Charme Wealth Management Podcast
Retirement Accounts: Approaching Tax Season
We explore the intricate landscape of retirement accounts, emphasizing the importance of understanding 401(k) and IRA benefits, tax treatments, and contributions. Our discussion highlights essential strategies for effective retirement planning and the flexibility of various account types, encouraging listeners to take proactive steps in their investment journey.
• Understanding ERISA accounts and their significance
• Importance of contributing early to retirement accounts
• Difference between traditional and Roth accounts
• Tax implications for various retirement accounts
• Options for accessing funds early without penalties
• The value of professional guidance in retirement planning
Link to David McKnight Sounds Off: IUL's Vs. Life Insurance:
https://www.youtube.com/watch?v=plTDxsIBOyQ
Find Du Charme Wealth Management here:
https://www.ducharmewealth.com/
#wealthmanagement #retirementplanning #retirement #southernutah #stgeorgeutah
[00:00:00] Intro.
[00:01:40] Understanding Retirement Accounts and Tax Treatment.
[00:09:30] Exploring IRA Tax Treatment.
[00:16:10] Navigating Tax Strategies in Retirement.
[00:29:47] Maximizing Retirement Contributions and Investment Opportunities.
DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.