@c_buildingquietwealth: Taxable brokerage accounts…the most misunderstood investment account but one I think everyone should have. It acts as a bridge between the age you want to retire and the time you can access the money in your retirement accounts (401k, 403b, IRA etc.) without incurring an early withdrawal penalty. Here’s my annual investing process: 1. 401k match 2. Max out Roth IRA 3. Dollar cost average into my taxable brokerage account Because I want to retire before I’m 59 1/2. But even if I didn’t, I think it’s important every investor have an account they can access their money from without penalty. *Not financial advice. Educational purposes only. Always do your own research before investing. #investingforbeginners #financialliteracy #PersonalFinance #personalfinanceforwomen #investingexplained

Charlie- Building Quiet Wealth
Charlie- Building Quiet Wealth
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Saturday 23 May 2026 21:53:05 GMT
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therealjordan01
Jordan :
How is this taxed throughout the year? Or how is this taxed when you retire?
2026-05-31 17:15:38
3
meaalf12
meaalf12 :
If you’re on the other end of the spectrum. Once you’re retired can you continue to contribute to an Ira? If not seems like you’ll need individual brokerage account if you want to continue to invest is that correct?
2026-05-24 14:26:40
5
madame_791
Madame :
SCHD What would be the best account to put it in?
2026-06-04 06:47:34
1
h.e.r_spa
HER spa 🧖‍♀️ :
is this the same as a backdoor roth?
2026-06-03 18:17:18
1
tristabelnon
Tristabel 🌸 :
Spot on. Flexibility is key when you're building a portfolio. 🧠 I help my students combine this kind of financial structure with professional crypto trading strategies to maximize their results
2026-05-24 11:13:50
2
dbrmnlv
Doberman Love :
You should have all three account types, taxable, tax deferred and tax free to give yourself the greatest flexibility.
2026-05-24 15:21:13
8
michellecote505
michellecote505 :
Plan on retiring in 2 years have Roth 401k and Roth IRA. Max out every year. Don’t have brokerage accounts is it too late to start.
2026-05-25 13:06:34
4
eradikatie
Katydidn’t :
This is such helpful information, no one expects to have a life situation where they may need that money before 59.5 Lots of folks end up having limitations on how much they can work/earn but don’t fully qualify to get Social Security disability payments. ( and that process is long and hard even if you qualify!)
2026-05-23 23:02:44
7
broketoboss96
BrokeToBoss :
Awesome! Right on point as always. 🙌
2026-05-24 14:14:13
2
alexsopel
Alexsopel :
It’s great to see someone sharing real knowledge and educating people the right way. I’m also in the same field and have been a cryptocurrency analyst for years, so I truly appreciate the value you’re bringing to people through your content. Keep up the amazing work.
2026-05-24 13:37:10
1
shadyox98
Abandon Normal :
👍
2026-05-24 23:12:15
4
andrewm.varela
Andrew 🦅🦅🇺🇸 :
I shouldn’t be saying this But all the same I am so so grateful to you ma’am I pray God bless your hard work towards me and my family I promise to always share your good work publicly @Katina Trades
2026-05-23 21:57:32
3
caddie.miguel
CADDIE MIGUEL :
It's a small world until you find people with big heart ❤️thanks ma'am @Katina Trades
2026-05-23 21:55:54
2
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