EPISODE · Nov 20, 2024 · 7 MIN
Zoom Out: Optimizing Retirement Accounts
from Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. · host Bonfire Financial | Brian Colvert CFP®
Managing multiple accounts as you approach retirement can feel overwhelming. In this episode, we explore how taking a "big picture" approach to your 401(k), IRAs, brokerage accounts, and more can help you maximize tax efficiency and optimize growth. Full show notes: https://www.bonfirefinancial.com/optimizing-retirement-accounts/ To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/
What this episode covers
Managing multiple accounts as you approach retirement can feel overwhelming. In this episode, we explore how taking a "big picture" approach to your 401(k), IRAs, brokerage accounts, and more can help you maximize tax efficiency and optimize growth. Full show notes: https://www.bonfirefinancial.com/optimizing-retirement-accounts/ To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure/
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Zoom Out: Optimizing Retirement Accounts
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