Robert Brokamp, CFP®

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318 appearances 2 recordings 1 series first heard Mar 2026 last heard 4 Apr

Robert Brokamp, CFP®’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 1.

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And I'll just second what you said.

You want to choose your most tax efficient investments for your taxable brokerage account.

So that could be a stock that doesn't

have a yield.

It could be index funds.

It could be your municipal bonds or any sort of bonds that have tax advantages.

And I should also point out there's some tax-free money markets as well.

So those are things to consider.

Now let's move on to employer-sponsored accounts like a 401k, 403b, maybe the federal first savings plan.

And just so everyone knows, for 2036, I'm just going to read the limits here.

It's $24,500 if you'll be below the age of 50 by the end of the year.

It's $32,500 if you'll be between the ages of 50 and 59 or over the age of 64 by the end of the year.

And then there's the super catch-ups that have just been around now for a couple of years.

That is if you'll be between 60 and 63 by the end of the year, and that is $35,750.

All right, with all that said, what's good about a 401k or a similar type of account, Stephanie?

Yep, I totally agree.

And of course, these have tax advantages.

Depends on whether they're traditional or Roth.

We're going to touch a little bit on that toward the end, but you do get the tax advantages.

You actually also get some legal protections in one of these types of accounts.

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