Q&A: The Hidden Tax Drain in Your Investment Strategy
Afford Anything | Make Smart Money Choices · Paula Pant, Personal Finance Expert | Cumulus Podcast Network
Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
#585: Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel out the benefits of reallocation. Is there a better approach?
Sam has an opportunity to switch jobs, but she’s confused about how an Employee Stock Ownership Plan stacks against her current employer’s 401(k). Is she getting a good offer?
Carlos is excited about early retirement in Brazil, but he’s worried about the tax implications for his U.S.-based retirement accounts. How should he prepare for this move?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode585
Learn more about your ad choices. Visit podcastchoices.com/adchoices