Slashing Taxes in Your Portfolio, with Mark Byelich and Paul Murray
Money Tree Investing · Money Tree Investing Podcast
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Show Notes
Mark Byelich and Paul Murray say the best and most advantageous bucket is the tax-free bucket.
A tax-free bucket includes things like Roth IRAs, Roth 401(k)s and the cash value of life insurance policies.
Mark and Paul, from share their thoughts with Joe Saul-Sehy, which led to an interesting discussion with the panel about:
Can you live a lifestyle and pay no tax? Is permanent life insurance a good tax savings vehicle? What tax strategy is most commonly overlooked or underutilized?
For more information, visit the show notes at http://moneytreepodcast.com/202