Treceți offline cu aplicația Player FM !
Tax-Savvy Retirement: Asset Location Explained
Manage episode 429500207 series 3436785
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Tax planning is a huge part of building a successful retirement plan. You often hear about Roth conversions or tax-loss harvesting, but there is a simple way that EVERYONE can reduce there taxes each year... ASSET LOCATION.
———————————————————————————
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
97 episoade
Manage episode 429500207 series 3436785
Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started
Tax planning is a huge part of building a successful retirement plan. You often hear about Roth conversions or tax-loss harvesting, but there is a simple way that EVERYONE can reduce there taxes each year... ASSET LOCATION.
———————————————————————————
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
97 episoade
Toate episoadele
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.