When to build Roth and taxable reserves

💡Is too much of your retirement savings stuck in one account type? Get a free portfolio review with Brett Rentmeester and the team at WindRock to see if account type mix is working for you: https://bit.ly/4s8davv

You Asked, Brett Rentmeester Answers, in under 5 minutes…

Is too much of your retirement sitting in one account type? In this episode, WindRock’s Brett Rentmeester explains why diversifying across taxable, traditional IRA, and Roth accounts matters just as much as diversifying your investments.

💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

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