Episode 188: Investing Outside Of An IRA or 401(k)

We talk a lot about investing in 401(k)s and Roth IRAs, but what about investing in something else? David gets questions about this topic from young and old alike, so today we’ll talk about some alternative options and why you might choose to do so.

Here’s why you might consider also investing somewhere else:

• There is freedom in having these other investment options. (4:16)
• Be prepared for your taxes to change! Certain rules you don’t want to overlook. (8:44)
• Know how the step up in basis works with an inheritance. (14:30)
• Passing money onto the next generation can look a number of different ways. (16:30)

For additional resources or to contact David, visit us online: http://coveryourassetskc.com