Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
About this episode
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
Get every episode summarized
Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Your Money, Your Wealth
Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth
We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth
4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth
When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth