The Two Flavors of Investment Accounts

Most people save new money into retirement accounts like 401(k)s or IRAs. But Justin Bennett wants you to know that there are actually two ‘flavors’ of investment accounts to choose from: retirement accounts and non-retirement accounts.

In this episode, Justin explains how both flavors of investment accounts, along with life insurance, can work very well together to make the most out of your investments.

In this episode, you’ll learn:
  • Advantages that are exclusive to non-retirement investment accounts
  • Examples of beneficial planning that can be done when someone has money in a non-retirement investment account
  • Justin’s recommended order for acquiring protection and investing in the two flavors of investment accounts
  • How a non-retirement account can be used as collateral
  • And more!
  • Related: Do You Want Net Worth or Income?Tune in now and learn about the planning opportunities that insurance and the two flavors of investment accounts can bring to the table.