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How Do You Choose the Right Retirement Account? Let’s Break It Down | #7

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Manage episode 482400837 series 3656386
Content provided by Jason Edwards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Edwards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ever wondered why retirement accounts seem so confusing? From Roth IRAs to 401(k)s and everything in between, we’re breaking down what these accounts really are—and why choosing the right one could save you thousands in taxes. Jason from Edwards Financial tackles the myths, shares real listener questions, and offers practical advice for entrepreneurs, young investors, and anyone planning their financial future. Whether you're just getting started or managing a sizable inheritance, this conversation will shift the way you think about retirement planning.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.

  continue reading

7 episodes

Artwork
iconShare
 
Manage episode 482400837 series 3656386
Content provided by Jason Edwards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Edwards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ever wondered why retirement accounts seem so confusing? From Roth IRAs to 401(k)s and everything in between, we’re breaking down what these accounts really are—and why choosing the right one could save you thousands in taxes. Jason from Edwards Financial tackles the myths, shares real listener questions, and offers practical advice for entrepreneurs, young investors, and anyone planning their financial future. Whether you're just getting started or managing a sizable inheritance, this conversation will shift the way you think about retirement planning.

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.

  continue reading

7 episodes

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