In This Video:

As you save for retirement, it’s not just about having a retirement account, it’s about having the right types of accounts and knowing how to use them most effectively.

Things to Consider:

So today’s video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most tax-efficient way.

Many people might think they have it figured out just by having money in these four accounts, but we’ll share real-world examples and tax-smart strategies to help you use them in the right order and combination. Doing that can help you reduce your taxes, increase your income, and gain more flexibility in retirement. Account diversification is just as critical as investment diversification and we’ll lay it all out for you in this video.

Here’s some of what we discuss in this episode:

📉 How to reduce taxes using account strategy
🔁 Why sequence matters when withdrawing income
💰 A flexible account most people overlook
🧾 Real-life example of using conversions to save money

0:00 – Intro

2:12 – Workplace Retirement Account

3:23 – IRAs

5:52 – Brokerage account

8:06 – Health Savings Account

9:00 – Strategies for these accounts

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