38 min listen
How to Use Tax Diversification in Your Retirement Portfolio - 303
How to Use Tax Diversification in Your Retirement Portfolio - 303
ratings:
Length:
43 minutes
Released:
Dec 8, 2020
Format:
Podcast episode
Description
There are taxable, tax-deferred, and tax-free accounts, and the proper balance of investments in each is called tax diversification. Are you tax diversified enough? Plus, how do capital gains and ordinary income work again? Should you contribute to traditional 401(k) or IRA, or to Roth? What can you do about excess contributions to your Roth IRA? And to mix it up, are municipal bonds a good idea for conservative investors? Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-303
Released:
Dec 8, 2020
Format:
Podcast episode
Titles in the series (100)
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