The benefits of tax-advantaged retirement accounts like 401(k)s and IRAs are widely discussed. But don’t overlook your client’s taxable brokerage account.
Free from age and income restrictions and other rules that apply to tax-advantaged vehicles, taxable accounts offer added flexibility and planning options. They provide tax diversification and important estate planning benefits.
Check out the gallery for 10 powerful ways taxable accounts can help your clients build their retirement nest eggs. Learn more