43 min listen
Ask Paula: How Can I Minimize My Taxes?
FromAfford Anything
ratings:
Length:
48 minutes
Released:
Apr 6, 2022
Format:
Podcast episode
Description
#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?
Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?
Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?
Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Apr 6, 2022
Format:
Podcast episode
Titles in the series (100)
The Story of M.O.N.E.Y. -- Having Heart and Hustle: #1: Becoming successful in finances takes more than M.O.N.E.Y. - it takes heart and hustle. Meet Paula Pant and J. Money. Both worked day jobs before becoming successful bloggers. They share their stories about buying a house before the market tanked,... by Afford Anything