Retirement Answers

Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage account is my favorite account type and in this episode, I share 7 benefits that anyone can use to their advantage in retirement.

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Email: jacob@rivertreewealth.com
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 should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

00:00 Welcome

00:47 How 401(k)s, Traditional IRAs, and Roth IRAs Are Taxed

03:06 What a Taxable Brokerage Account Is (and How It’s Taxed)

04:16 Flexibility

05:50 The “Bridge Account”

07:10 Tax-Gain Harvesting

11:39 Tax-Loss Harvesting

13:30 Asset Location

15:54 Liquidity

16:58 Estate Planning

19:04 How to Start Using a Brokerage Account in Your Plan

20:20 Wrap-Up