Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340

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Recorded24 Aug 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607224

Show notes

Asset location: how to position assets to pay less tax without sacrificing investment growth? Should young folks contribute all of their retirement savings to Roth accounts? Also, conversations (not advice) on a self-employed defined benefit plan vs. pass-through profits, gifting tuition for education, Roth conversions with a special needs child in mind, a correction on inherited Roth IRAs, and listener comments. Podcast survey, free financial resources, Ask Joe & Al On Air: https://bit.ly/ymyw-340

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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