Your Financial Pharmacist YFP 163: Investing Beyond the 401k/403b
Jul 30, 2020
55:04
Tim Ulbrich and Tim Baker talk about investing beyond the 401k or 403b and break down the traditional IRA, Roth IRA, HSA, SEP IRA and taxable/brokerage accounts and discuss their contribution limits, how to appropriately use them and the advantages and disadvantages of each.
Mentioned on the Show
- Join APhA- Get 25% Off Your Membership with Code: YFP2020
- YFP Planning
- Seven Figure Pharmacist by Tim Church, PharmD and Tim Ulbrich, PharmD
- YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions
- YFP 073: How to Determine the Priority of Investing
- YFP 074: Evaluating Your 401k Plan
- YFP 075: DIY, Robo or Hire a Planner?
- YFP 076: Investing Rapid Fire Q&A
- YFP 096: How to do a Backdoor Roth IRA
- Why Most Pharmacists Should Do a Backdoor Roth IRA
- Book a Discovery Call with YFP Planning
- YFP Facebook Group