Order of Accounts When Investing for Retirement

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Topics Discussed: What accounts should you fund first when saving for retirement?

The first account that often comes to mind when thinking about saving for retirement is a 401(k) or an IRA. These are great accounts, but they might not be the first place you should invest your savings.

To learn which accounts might be best for you, listen to today’s episode.

Resources

Best Online Savings Accounts [Nerd Wallet]
Asset Location for Stocks [Kitces]
The Rise and Fall of General Electric [Investopedia]
Mega Backdoor Roth [Mad Feintist]
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Jason T. Micheli, PhD

Jason is a financial advisor in Orange County California and the Senior Vice President of Financial Growth Management, Inc. Jason graduated with a degree in finance from the University of Colorado in Boulder, and has graduate degrees from Princeton Seminary and the University of Wisconsin – Madison. When he’s not optimizing investment portfolios, you can find him traveling, searching for snow to ski in the mountains, or trying to learn how to surf.