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re: Tax gurus: IRA vs. Brokerage Account Distribution
Posted on 8/2/16 at 6:15 pm to Soft_Parade
Posted on 8/2/16 at 6:15 pm to Soft_Parade
Gotcha. Probably would be helpful to frame the OP with that reference.
There are other vehicles out there that are better than a brokerage. HSA for sure, if you have a qualifying plan and don't already max that out.
I'm not familiar entirely, so maybe somebody else can chime in, but I've been "sold" life insurance plans that are billed as "unlimited Roth IRAs". I didn't pursue it, so I'm not sure all the details, but I know there are better avenues for retirement than a simple brokerage account.
There are other vehicles out there that are better than a brokerage. HSA for sure, if you have a qualifying plan and don't already max that out.
I'm not familiar entirely, so maybe somebody else can chime in, but I've been "sold" life insurance plans that are billed as "unlimited Roth IRAs". I didn't pursue it, so I'm not sure all the details, but I know there are better avenues for retirement than a simple brokerage account.
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