Adding the brokerage account is a BOSS level move. Having the brokerage along with a Roth, HSA, 401K and 529 allows maximum tax diversification in the drawdown phase.
@ebonywinn50
Ай бұрын
I’m a single person, so after maxing my Roth and 457b, there’s not alot left to send to a taxable account. I am able to put about $50-$100 during most months. I say a little is better than nothing there and it’s accessible if a super emergency pops up.
@eng6393
Ай бұрын
I'm finally in the 5%😂. I opened a brokerage account when our income was so low that the tax incentive money wasn't worth the lack of flexibility of that money.
@maemoodog
Ай бұрын
Great topic. I started right out of college with drips. Been at it since the late 80s
@richandregular
Ай бұрын
Love it!
@1879gym
Ай бұрын
Very nice clip; topic recommendation….. Do a deep dive into tip 3 to 5 brokerage accounts comparing and contrasting the pros and cons of each…. Highlighting Charting, research options, debit cards, customer service, software Intuitiveness, fractional opt, whats allowed ( stocks, mutual, options, futures, forex,crypto,),and educational classes.…
@autobotdiva9268
Ай бұрын
taxable account will come in handy during retirement also!!
@nomadicvibesofelle
Ай бұрын
This is the exact topic that I have been waiting for
@mandygwat7463
Ай бұрын
Thank you. You've just opened my eyes to what I should do with my little savings currently earning little interest.
@BrokeMillionaire1
Ай бұрын
Great episode! We’ve been focused so much on maximizing retirement accounts. We recently decided to focus more on our brokerage accounts.
@isiah675
Ай бұрын
Loving the cloth talk subscribed!
@tymontana3864
Ай бұрын
Great Episode Guys 🔥🔥…My Rich Cousins spitting Facts..
@sherrielee7537
Ай бұрын
What do you all think oh a whole life insurance or IUL ?
@richandregular
Ай бұрын
We like our insurance and investments separate. Not a fan and dont recommend them.
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