Season 5 · Episode 13
Tax Efficiency: Keeping More and Making It Last
February 27, 202414m 37s
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Show Notes
Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for retirees.