Asset Allocation vs. Tax Allocation

Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America's Wealth Management Show. And they've discussed asset location quite a bit too. Do you have a good understanding of all three? Whether you do or not, they're going to offer some keen insight on asset allocation versus tax allocation and why both of them are important, so make sure to pay close attention. When you're in your 50s or maybe early 60s, many of you will get to a point where you're about five years from retirement. If that's you, do you feel prepared for retirement? It's a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America's Wealth Management Show. Get started today: Schedule a Meeting: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=reasons-to-retire Start Planning Here: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation More on this episode: https://modwm.com/asset-allocation-versus-tax-allocation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation What Are the Tax Buckets?: https://youtu.be/pFH4T8TA8WI Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation 2023 Retirement Planning Calendar: https://www.modwm.com/2023-retirement-planning-calendar/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=tax-allocation Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

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