Skip to main content

Roth IRA vs 401k vs Taxable Brokerage (WHICH TO PRIORITIZE!)


Roth IRA vs 401k vs Individual Brokerage. The pros and cons of each account and how to choose which one to invest in first! Between the Roth IRA, 401k and Taxable Brokerage account there are a number of things to consider. Tax benefits, income limits, limits on how much money you're able to contribute, and restrictions on how and when you're able to access your money! I'll help you sort through all those details and decide which account to put money into first and whether or not you even need to open all of these investment accounts. Invest in Bitcoin on Coinbase and get $10 in FREE BTC Get Hilarious Investing Themed Merch - If you enjoy my work and want to support the channel through Patreon you can do so here: WATCH NEXT: ✅ Should I Contribute to a 401k With No Match? ✅ Roth IRA vs Traditional IRA vs 401k ✅ The Five Investment Accounts Everyone Needs - I Recommend Investing at These Brokers- ✅ M1 Finance - ✅ Charles Schwab - ✅ Fidelity - ✅ TD Ameritrade - - Connect with Me On My Socials - Instagram: Facebook: Twitter: Join my NEW Facebook group for investors: Music in all my videos via Epidemic Sound: #rothiravs401k #investmentaccounts #wheretoinvest A bit about my credentials...I have a B.S. degree in Finance, I've spent my entire career working in various corporate finance roles, and have been an active stock market investor for over 20 years. While all of this means I know what I'm talking about (most of the time!), it does not mean you should act solely on my word alone. I am not intending to, nor licensed to give personalized financial advice. I'm merely trying to share my knowledge and experience so that you are able to make better financial and investment decisions for yourself based on your own research! Put another way... DISCLAIMER: Jay Fairbrother, including but not limited to any guests appearing in his videos, are not financial/investment advisors, brokers, or dealers. They are solely sharing their personal experience and opinions; therefore, all strategies, tips, suggestions, and recommendations shared are solely for entertainment purposes. There are financial risks associated with investing, and Jay Fairbrother’s results are not typical; therefore, do not act or refrain from acting based on any information conveyed in this video, webpage, and/or external hyperlinks. For investment advice please seek the counsel of a financial/investment advisor(s); and conduct your own due diligence. AFFILIATE DISCLOSURE: This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. However, this DOES NOT impact my opinions and comparisons. Thanks for your support! ...(read more)



LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
When it comes to retirement planning, there are a variety of options to consider. Two of the most popular types of accounts are 401(k)s and Roth IRAs. But what about taxable brokerage accounts? Which should you prioritize? A 401(k) is an employer-sponsored retirement plan. It allows you to contribute pre-tax money to an account, which will then grow tax-free until you withdraw the money in retirement. Your employer may even match your contributions, which is an added bonus. A Roth IRA is a retirement account that allows you to contribute after-tax money and grow it tax-free. The money can be withdrawn tax-free in retirement, and if you follow the rules, you can avoid paying taxes on the money. A taxable brokerage account is a type of investment account that does not offer the same tax advantages as a 401(k) or Roth IRA. You will have to pay taxes on any gains or income that you receive from the account. However, it can still be a useful tool for retirement planning. So which should you prioritize? The answer depends on your individual financial situation. If you have the option to contribute to a 401(k) with an employer match, that should be your first priority. If you don’t have access to a 401(k), then a Roth IRA should be your next priority. Taxable brokerage accounts can be a good way to diversify your investments, but they should not be your primary retirement savings vehicle. Ultimately, the best retirement plan is one that is tailored to your individual needs and goals. Consider all of your options and prioritize the ones that make the most sense for you. https://inflationprotection.org/roth-ira-vs-401k-vs-taxable-brokerage-which-to-prioritize/?feed_id=72668&_unique_id=63f5611755b2c #Inflation #Retirement #GoldIRA #Wealth #Investing #401kinvesting #401kvsbrokerageaccount #differencebetweenrothiraand401k #differencebetweenrothiraandbrokerageaccount #FinancialPlanning #howtoprioritizeinvestmentaccounts #investingforbeginners #jayfairbrother #retirementaccountpriority #retirementinvesting #retirementplanning #rothirainvesting #rothiravs401k #rothiravs401kvstaxablebrokerage #shouldiinvestinarothiraor401k #taxablebrokerageaccount #whataccounttoinvestinfirst #RothIRA #401kinvesting #401kvsbrokerageaccount #differencebetweenrothiraand401k #differencebetweenrothiraandbrokerageaccount #FinancialPlanning #howtoprioritizeinvestmentaccounts #investingforbeginners #jayfairbrother #retirementaccountpriority #retirementinvesting #retirementplanning #rothirainvesting #rothiravs401k #rothiravs401kvstaxablebrokerage #shouldiinvestinarothiraor401k #taxablebrokerageaccount #whataccounttoinvestinfirst

Comments

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for ...

Birch Gold Group Review 2023 – Best Gold IRA Company? Pros and Cons

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. See chapters in the description. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Chapters: 0:00 - Intro 0:26 - Is Gold a Good Investment? 1:03 - What is Birch Gold Group? 1:37 - IRA Eligible Coins 1:59 - Is Birch Gold Group a Legitimate Company? 2:50 - How Does Birch Gold Group Work? 3:34 - Birch Gold Group’s Fees and Investment Options 4:02 - Birch Gold Group Low Minimum Investment 4:29 - Birch Gold Group Storage and Security 5:34 - Con #1 – No Overseas Storage Options 5:49 - Con #2 – Initial Setup Fees 6:02 - Birch Gold Group Review Summary Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch...