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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Conversation about Retirement Plan Options, Part 2

A Conversation about Retirement Plan Options, Part 2

When it comes to your retirement plans, it is vital for you to understand the details around  contributions to your accounts and, when it comes time, the distributions from them.

In this episode, Luke Hail and Rachel Rasmussen return to their discussion about retirement plan options so you can fully understand the types of retirement accounts and how your contributions and distributions differ between accounts.

Luke & Rachel discuss:

  • Different ways you can contribute to retirement accounts 
  • Roth accounts and how to contribute
  • Bonds and how they fit into your retirement portfolio
  • How to withdraw your money out of retirement accounts when you retire
  • Specialized plans, and retirement accounts you can set up as a small business owner
  • And more

Connect With Luke Hail & Rachel Rasmussen: