May 14, 2020
In episode 263 of Financially Simple, Justin and Jeff Jeter of Heritage Investors talk about the differences between Non-Qualified accounts, IRAs, and ROTHs.
Investing your savings can be confusing with the number of different options available - which should you consider? Justin and Jeff look at each account type, evaluate their purposes, and discuss when to use one or the other.
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01:34 - What is The Difference Between a Non-qualified account, IRA, and ROTH, and Why Would I Choose One Over Another?
04:18 - Tools for Growth
05:48 - Differences Explained
11:37 - When to Use One Over Another
17:55 - Dollar Goals
20:19 - Levers of Control
21:50 - Positioning
23:40 - Summary
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.