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

EPISODE · Dec 26, 2021 · 36 MIN

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

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

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.comSee omnystudio.com/listener for privacy information.

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New Focus on Wealth with Chad Burton, CFP®

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

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Frequently Asked Questions

How long is this episode of New Focus on Wealth with Chad Burton?

This episode is 36 minutes long.

When was this New Focus on Wealth with Chad Burton episode published?

This episode was published on December 26, 2021.

What is this episode about?

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...

Can I download this New Focus on Wealth with Chad Burton episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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