On this episode of A Slice of Advice Podcast, Kelton delves into the various types of investment accounts, focusing on IRAs, 401ks, and brokerage accounts. He discusses the differences between traditional and Roth IRAs, the importance of employer-sponsored plans, and the tax implications of different investment accounts. Kelton emphasizes the significance of maximizing retirement accounts and offers advice on how to start investing wisely, including understanding one's financial situation and risk tolerance.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
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