Description

Did you know that over 60% of people don't understand the differences between various retirement accounts? Are you ready to decipher the mysteries of retirement accounts and take control of your financial future?

Nick Russell and Becky Wagoner dive deep into the essential topic of financial literacy in retirement planning. Get ready to untangle the complexities of products like 401(k)s, IRAs, and Roth IRAs, as they break down how these accounts work, the importance of employer matches, and common misconceptions.

Nick and Becky discuss: 

• What are the ins and outs of 401(k) plans, including employer matches and tax benefits
• What are the basics and benefits of IRAs and Roth IRAs, and how do they differ from each other
• How does the roll-over process work when changing employers and managing old accounts
• What practical advice can help with taking the first steps towards securing your retirement savings
• And more

Connect with Sunrise Wealth Advisors: 

• LinkedIn: Nick Russell
• Sunrise Wealth Advisors
• X: Nick Russell