Booklet

author

Shang

Finance & Accounting

Should I Invest in Tax Advantaged Accounts or Via a Brokeage?

Should I Invest in Tax Advantaged Accounts or Via a Brokeage?

A.

*You save on paying income taxes right now (tax-deferred accounts such as traditional 401(k) and traditional IRA) OR you save on capital gains taxes (Roth 401(k). Roth IRA)

*You do not need this money for a very long time

*You plan on doing Roth Conversation Ladder or Rule 72(t) withdrawals to access your retirement accounts early

B.

*You have already maxed out all tax

advantages including 401 (k), IRAs,

HSAs, education accounts, and

more

*You may need this money in the next five years

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