A great way to build wealth is through tax deferral, whether with an IRA, 401(k), or annuity. In this episode of Successful Living, Rob explains the upsides and downsides of various tax-deferred investment options, and he also answers a viewer’s question about the advantages of choosing an annuity within an IRA.
Topics Discussed:
- Traditional 401(k) or IRA contributions
- Roth contributions
- Contribution limits & Income Thresholds
- Roth vs. Traditional IRAs
- Advantages of choosing an annuity within an IRA
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.