Understanding Tax Codes and Types of Investment Accounts

In this episode, Steve and Travis discuss the importance of understanding tax codes and the types of investment accounts.

They emphasize the need to educate oneself about the tools available and how to use them to increase net earnings. They categorize accounts into retirement tax-advantaged accounts, annuities, and regular investment accounts. They also highlight the significance of considering factors such as age, risk, and product limitations when making investment decisions. 

The episode concludes with a reminder to have a comprehensive financial plan that guides investment choices.

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.