Optimizing Your Asset Location
Did you know where you choose to hold those investments can be just as important as what you’re invested in? That’s where asset location comes in.
Did you know where you choose to hold those investments can be just as important as what you’re invested in? That’s where asset location comes in.
Having enough money to retire comfortably while factoring in personal and economic unknowns makes planning for retirement challenging. However, various tax-efficient strategies can help maximize future income.
With the stock market down to start the year, there has been a lot of talk on TV and online about the benefits of completing Roth conversions as a financial planning tool.
Your lifestyle will change when you retire. From your routine to your hobbies to your money, you will see a significant shift in the operation of your daily life. One thing that will not change however, is paying taxes.
Your strategy for withdrawing retirement assets is just as important as your strategy for accumulating them. When entering retirement, one of the main concerns is how to manage your tax liability so that you keep as much of your hard-earned nest egg as possible. This is where our Tax-Efficient Retirement Strategy comes into play.
On this week's episode of Minds Over Money, I go over 3 headlines from last week that directly impact the economy as well as potentially impacting your own investment portfolio. I also review our Tax-Efficient Retirement Strategy and how to set up the building blocks to efficiently fund the retirement of your dreams.