Episode 104
Portfolio Diversification Using Factor-Based Investing - 104
Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
February 27, 20171h 8m
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Show Notes
Larry Swedroe from Buckingham Strategic Wealth talks about factor-based investing for a widely diversified portfolio, and the difference between alpha, beta and smart beta. Seven tax planning tips for millionaires and those who want to be millionaires. Joe and Big Al talk about Social Security and the often-overlooked family benefits. And, the fellas answer emails on SEPP, 72(t), IRAs, 8606's, 1040's and other mysterious numbers and acronyms.