3 accounts high-income earners may not want to max out.

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Maxing out your 40k might not be the best move for every high-income earner.

In this video, we’ll discuss why you should think twice before locking all your funds into long-term accounts and share better ways to allocate your investments for short- and mid-term goals.


📌 What You’ll Gain from This Video:

•The drawbacks of maxing out tax-advantaged accounts
•How to plan for mid-term goals like sabbaticals or starting a business
•Alternative investment strategies, including real estate and non-qualified accounts


💡 If you’ve been considering balancing long-term retirement savings with short-term financial freedom, this video is for you!



Find out your retirement income:

❓See if you qualify for a one-page financial plan and review. https://capitalpartnerswm.com/plannin...

❓What will my income be in retirement? Quiz: https://capitalpartnerswm.com/retirem...

❓How much will you need to retire? Quiz: https://capitalpartnerswm.com/how-muc...

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No video contained on this channel is intended as investment advice. All investing involves risk. All videos are for educational purposes only. No video is an offer to buy or sell securities. All rates are quoted gross of fees and based on specific market conditions. Contact your investment advisor for your specific situation.


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