YFP 163: Investing Beyond the 401k/403b

Jul 30, 2020

Tim Ulbrich and Tim Baker talk about investing beyond the 401k or 403b and break down the traditional IRA, Roth IRA, HSA, SEP IRA and taxable/brokerage accounts and discuss their contribution limits, how to appropriately use them and the advantages and disadvantages of each.

Mentioned on the Show

• Join APhA- Get 25% Off Your Membership with Code: YFP2020
• YFP Planning
• Seven Figure Pharmacist  by Tim Church, PharmD and Tim Ulbrich, PharmD
• YFP 072: Investing Mind Tricks: How Behavioral Bias Affects Our Decisions 
• YFP 073: How to Determine the Priority of Investing 
• YFP 074: Evaluating Your 401k Plan
• YFP 075: DIY, Robo or Hire a Planner?
• YFP 076: Investing Rapid Fire Q&A
• YFP 096: How to do a Backdoor Roth IRA
• Why Most Pharmacists Should Do a Backdoor Roth IRA
• Book a Discovery Call with YFP Planning
• YFP Facebook Group