7 MAJOR Benefits of a Brokerage Account in Retirement
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Show Notes
Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage account is my favorite account type and in this episode, I share 7 benefits that anyone can use to their advantage in retirement.
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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
00:00 Welcome
00:47 How 401(k)s, Traditional IRAs, and Roth IRAs Are Taxed
03:06 What a Taxable Brokerage Account Is (and How It’s Taxed)
04:16 Flexibility
05:50 The “Bridge Account”
07:10 Tax-Gain Harvesting
11:39 Tax-Loss Harvesting
13:30 Asset Location
15:54 Liquidity
16:58 Estate Planning
19:04 How to Start Using a Brokerage Account in Your Plan
20:20 Wrap-Up