• Tax-Savvy Retirement: Asset Location Explained

  • Jul 18 2024
  • Length: 26 mins
  • Podcast

Tax-Savvy Retirement: Asset Location Explained By cover art

Tax-Savvy Retirement: Asset Location Explained

Listen for free

View show details

  • Summary

  • 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.
    Show more Show less
activate_primeday_promo_in_buybox_DT
Economics Personal Finance
Show more Show less

What listeners say about Tax-Savvy Retirement: Asset Location Explained

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available