Dean Barber always says that you shouldn’t save to something without knowing the rules of getting the money out. Dean and Bud Kasper, CFP®, AIF® are going to elaborate on that as they review where you should be saving for retirement. The bottom line again is that it depends on your personal situation.

Retirement Plan Checklist: https://bit.ly/3udy5UW

Tax Reduction Strategies: https://bit.ly/461W2vH

Become a Rothaholic: https://bit.ly/3StiD1f

Check out the in-plan Roth conversions case study: https://bit.ly/40yxOrL

Why You Need a Financial Planning Team: https://youtu.be/n0lRpP8YOew?si=8Uzkq77yk9M4g7BN

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo

HSA Tax Advantages with Marty James, CPA: https://youtu.be/w7KHmts85oI?si=VbOQd51ff3G1YyRd

Most Retirees Aren’t Doing These 4 Things (But They Should Be): https://youtu.be/BDELKWKHP8k

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

Retirement Planning for the Self-Employed: https://youtu.be/3RzKRAmyQ0Q

Financial Planning Tool: https://bit.ly/3u58Kwy

Meet with Us: https://bit.ly/3Sve2vl