A Millennial's Guide to Saving for Retirement

February 3, 2020 – On this month's edition of Millennial Monday, we're talking all things retirement. Crystal Kessler, Josh Nunn and Justine Hall explain how to figure out how much you'll need to save for retirement, how to account for things like inflation and what types of retirement accounts could be best for you. They explore the differences between a Roth 401 (k) and a traditional 401 (k) and between a Roth IRA and a traditional IRA. Crystal and Josh share practical case studies and tell listeners how they could set themselves up for a tax free retirement. They also answer questions like what to do with a retirement account associated with an old employer and how to factor in Social Security.

Show Notes:

Case Studies:

See Tax Free Tina (pdf) by clicking here

This hypothetical illustration does not predict or project the performance of a particular investment or investment strategy.
This hypothetical illustration does not predict or project the performance of a particular investment or investment strategy.
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