Individual brokerage and Roth IRA tax advantage?

Hi, I’m new today! I have a question about what to put in what account for tax advantages? I am 55 and I found your course, your office hours! and FB page. thank you!

Hi @mila1013!

I’ll cover this in tonight’s office hours (9/29/2021) with the recording available afterwards on the course site!

If you’re not signed up for office hours, you can sign up here.

Hi Jeremy, could you please also include a use case for those of us who don’t currently have employment but want to invest from savings. Do IRA’s require a job or salary to qualify?

Thank you : )

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