PLAY PODCASTS
Are Your Assets Being Held In The Right Account For Maximum Tax Benefits?

Are Your Assets Being Held In The Right Account For Maximum Tax Benefits?

New Focus on Wealth with Chad Burton · New Focus on Wealth

December 26, 202136m 25s

Audio is streamed directly from the publisher (traffic.omny.fm) 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

In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills.

Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You won’t want to miss this episode. 

Listen to this loaded episode now!

Email your money question to [email protected]

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

See omnystudio.com/listener for privacy information.

Topics

retirementmutualfundsexchangetradedfundsTaxPlanning