How to Invest in Retirement Accounts, Educational Series Video

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Welcome to the first video in our Education Series. We hope you enjoy! Our first topic is Investing in Retirement Accounts.

In this video we will be discussing two types of retirement accounts; Employer-Sponsored Plans and Individual Accounts. The taxation of the different accounts, prioritizing contributions, and Investing mistakes to avoid.

To download the FREE workbook that accompanies this video, click here

About the Author: Joseph Carbone, Jr.

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Joseph A. Carbone, Jr., is a wealth advisor and partner of Focus Planning Group. Joseph is an accomplished wealth advisor with extensive experience in portfolio management/research, financial planning, employee benefits, client relationship management, and insurance design. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.
You can contact Joseph via email or social media;
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