Search

Home > Your Optimal Personal Economy PODCAST > Episode 68: Save Your Growth Money in These 3 Silos
Podcast: Your Optimal Personal Economy PODCAST
Episode:

Episode 68: Save Your Growth Money in These 3 Silos

Category: Business
Duration: 00:09:20
Publish Date: 2020-04-15 07:00:00
Description:

Are you saving your money that’s earmarked for the future, also known as growth money, in three silos? 

In this episode, Justin Bennett explains the purpose of saving money in three silos: taxable accounts, tax-deferred accounts, and tax-free accounts. You will learn about the features of each account and why they each play a critical role in your optimal personal economy.

In this episode, you’ll learn:

  • Which portion of a non-retirement investment account becomes taxable
  • Examples of tax-deferred silos and how they differ from their taxable and tax-free counterparts
  • How to take out 100% of your life insurance’s cash value without incurring a tax liability
  • How many silos to include in your plan
  • And more!

Listen now to learn about the three silos that Justin recommends for your growth money! 

Resources:  Bennett Financial Group - Website | Bennett Financial Group Facebook Page

Total Play: 0

Users also like

50+ Episodes
Hacking Hung .. 400+     30+