Retirement Accounts with Tanya Frias CFP | Andwise
Channel: Andwise
Date: 2023-10-16

Tanya Frias, CFP, our esteemed Director of Financial Education and Empowerment, unravels the complexities of retirement planning, delves into various types of retirement accounts, and introduces the concept of the tax triangle.

Join the Andwise Community Hour and enrich your knowledge. This is your chance to engage with and seek guidance from seasoned financial professionals, legal experts, accountants, and the distinguished members of our medical advisory board. Become a part of the Andwise community and propel yourself towards informed decisions and a brighter future!

00:00 Welcome 
00:56 Importance of Planning for Retirement 
03:20 Types of Retirement Accounts 
07:46 History of Retirement Accounts 
09:10 Employer 401K Match 
16:06 Tax Triangle Concept 
19:55 Backdoor Roth IRA Strategy 
26:12 Additional Retirement Plans 
34:26 Question - How to assign beneficiaries to a trust? 
39:45 Book A Complimentary Financial Education Consultation