Where to Save More, Beyond The Basics

<p><strong>In today's episode </strong><a href= "https://www.kathmere.com/team/nicholas-olesen-cfp" target= "_self"><strong>Nicholas Olesen, CFP®, CPWA®</strong></a> <strong>shares ideas about where you should save your capital, beyond the basics.</strong></p> <p>While everyone knows they need to save, there are a couple dozen types of accounts to save into and thus it can be confusing about where to save.  A few key takeaways covered are:</p> <ul> <li>The building blocks of different accounts to grow into over time</li> <li>Tax implications of different types of accounts</li> <li>Restrictions or opportunities for each account</li> <li>Investment options inside each account</li> <li>Gifting concerns around 529s or trusts</li> </ul> <p>You can find a transcript of today’s show at: <a href= "http://www.kathmere.com/blog">www.kathmere.com/blog</a></p> <p>Please send us feedback and any topic or questions you would like us to cover.  <a href="mailto:nolesen@kathmere.com" target="_blank" rel="noopener">Email us at: nolesen@kathmere.com</a> </p> <p> </p>