Retirement Elevated Podcast with Sean Lee

What Tax Consequences Should You Be Aware Of?

January 21, 2021

More than just simply filing your taxes by April 15 each year, what tax consequences do you need to keep in mind with your various investment accounts? On today’s episode of the Retirement Elevated podcast, Sean shares the pros and cons of different investment accounts.


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What we discuss on this episode: 

1:00 - What are the favorite activities right now with Sean’s kids?

3:05 - Different accounts have different tax consequences. 

6:27 - Should you take the employer match?

9:17 - What are taxable accounts?

10:21 - What about CDs?

11:19 - What do you need to know about tax and life insurance?

13:28 - Fun fact: How long ago did the iPhone first come out?