• Tax-Savvy Retirement: Asset Location Explained

  • Jul 18 2024
  • Length: 26 mins
  • Podcast

Tax-Savvy Retirement: Asset Location Explained

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  • Summary

  • Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

    Tax planning is a huge part of building a successful retirement plan. You often hear about Roth conversions or tax-loss harvesting, but there is a simple way that EVERYONE can reduce there taxes each year... ASSET LOCATION.

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    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

    DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
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