Quote:
Originally Posted by RunKC
I need to research all of these. I think I’d like to get at least 2 of these.
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I’d first look at why your Roth returned 9% this year. Don’t just go with a company setup of some kind. I’ll post more tonight but I’d consider maxing your ROTH first, before worrying about buying additional funds through a brokerage account. Remember all contributions can be taken tax free at any time. This allows you to use Roth funds to be fairly liquid if for say some reason you needed a large sum of money for an emergency. The tax free withdrawals in retirement will likely be a huge advantage as I’d guess that we will be paying more taxes in 20-30 years.