E23 Free Retirement Money: 401ks and IRAs (with Jason Lee)

Summary In this episode, Anthony welcomes Jason Lee, a financial planner extraordinaire who helps people in retirement and other financial plannings. Jason joins Anthony today to explain what retirement plans are and their benefits to you — including the 401K, the IRA, and the Roth IRA. Listen as they talk about every bit of information you need to know about your retirement plan, how you can maximize them, and what strategies you can do in using your benefits. Covered Topics The 401K Plans Contributions Investments What happens when you leave your job What happens at retirement The 3-Bucket Approach The Traditional IRA How it works Benefits The Roth IRA How it works Benefits Eligibility and exclusions Thanks for listening. Go to anthonyspark.com for full show notes. Join my free weekly newsletter for regular updates in your inbox. Or follow me on: Twitter Instagram Facebook LinkedIn