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Explore Kintail Advisors Tools →Kintail Retirement Planning Cheat Sheet
See how the pieces of retirement planning fit together.
Retirement planning is not one account or one investment. It is a roadmap that connects where your money is held, how it is invested, how it may be taxed and what the return can actually buy.
Know the account. Know the investment. Understand the return you keep.The Retirement Planning Cheat Sheet brings the major retirement vehicles and investment building blocks into one plain-English roadmap, then shows how taxes and inflation can affect after-tax real return. Educational information only. The Retirement Planning Cheat Sheet does not recommend a specific account, investment or strategy.
- ✓Compare the purpose, tax treatment and trade-offs of 401(k)s, Solo 401(k)s, Traditional and Roth IRAs, SEP IRAs, HSAs and taxable brokerage accounts.
- ✓Understand the jobs and limitations of equities, Treasuries, bonds, TIPS, municipal bonds, REITs, commodities, gold funds and crypto-asset ETPs.
- ✓See how taxes and inflation can change a quoted yield, and how the account holding an income investment can change current tax drag.
Your complete three-page Retirement Planning Cheat Sheet is ready to open.