Believe it or not, where you hold your investments can have a big effect on how much money you actually keep - even if you don't touch them! On today's special Friday roundtable, we're talking tax efficiency, and what account types are best suited to maximize your after-tax returns, as well as the tax implications of different types of investments. And how to position your investments to maximize their after-tax returns? We are overjoyed and honored to have Christine Benz, the Director of Personal Finance at Morningstar (yes, that Morningstar) join us. Also joining us is a lady who knows a thing or two about getting the most bang for her investment buck: from Afford Anything, we welcome Paula Pant. And finally, none other than the man who has been helping his clients dodge taxes in his years as a practicing CFP, our very own OG brings his wisdom.
In the second part of the conversation, our roundtable tackles execution - when it makes sense to change your investments, and how to strategically reposition your investments for best tax efficiency - and where to take distributions from first, when selling your investments.
Stay tuned for Doug's Airbnb-themed trivia. Will Paula shock the SB World and pull into a tie for first place with Len? Will Christine flex her knowledge base and assist Len in keeping ahold of first place? Will OG take the first step to ascend from the cellar? Tune in to find out!
FULL SHOW NOTES: https://www.stackingbenjamins.com/fri-roundtable-christine-benz-1394
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201
Enjoy! (..and by the way, we HAD TO create a title with a colon in it).
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