Roth IRA vs Tradition IRA vs Brokerage Account

Castlepoint Blog: IRA, Jake's Take, Retirement Savings & Income, The Point
August 04, 2021

Discover the differences between Roth IRA, Traditional IRA, and brokerage accounts. We briefly dive into how they all differ when related to 401k’s. Feel free to leave questions in the comments! This is a great video to share with the younger, newer investor!

The content of this video is developed from sources believed to provide accurate information.  The information in this video is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  All expressions of opinion are subject to change.  This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.

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Related Topics

401k | Brokerage Account | Roth IRA | Traditional IRA

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Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Senior Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.