Tax-Savvy Retirement: Asset Location Explained
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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.
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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.
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.
