Retirement Planning: Brokerage Account vs. Roth IRA 🤔

7 months ago
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Finance Education Retirement planning retirement planner plan for retirement financial advisor wealth manager wealth planning financial financial planner wealth planner

Today we're diving into a traditional IRA or Roth IRA retirement plan scenario! We also covered a plan where a person may consider a brokerage account vs. Roth IRA. I know this all sounds crazy but stay with me! It'll all make sense!

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