EPISODE · Oct 4, 2022 · 9 MIN
How Are My Investments Taxed? - Ask a Financial Advisor
from The MPowered Finance Podcast with Sid Misra, CFP® · host Sid Misra, Certified Financial Planner™
In my "Ask a Financial Advisor" series, I answer questions sent in by my clients, listeners of my podcast, and the general public. Here is a recent question I received from a friend:"I invest in my company retirement plan and understand that the account is tax-deferred, meaning I don’t pay taxes as it grows but will pay taxes when I take the money out later. How much in taxes will I pay on this account and how are my other investments taxed? What other accounts are out there for me to utilize?"Listen to this episode to find out my answer!Sid Misra, Certified Financial Planner™Beacon Financial Group#retirementincome #retirementplanning #retirementwithdrawals #financialplanning #taxplanning #socialsecurity #retirementstrategy #401k #IRA #RothIRA #medicare #wealthmanagement---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: ...
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What this episode covers
In my "Ask a Financial Advisor" series, I answer questions sent in by my clients, listeners of my podcast, and the general public. Here is a recent question I received from a friend: "I invest in my company retirement plan and understand that the account is tax-deferred, meaning I don’t pay taxes as it grows but will pay taxes when I take the money out later. How much in taxes will I pay on this account and how are my other investments taxed? What other accounts are out ...
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How Are My Investments Taxed? - Ask a Financial Advisor
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