EPISODE · Apr 7, 2020 · 54 MIN
Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's
from Money On Tap · host Ben Brayshaw & Seth Krussman
Join Sean O'Hara president at Pacer ETF Distributors for an engaging timely discussion about tactical asset management and how this tax efficient vehicle can help protect and support your goals through better portfolio diversification.Is it too late to fix my retirement at 50?No — the 50s are the catch-up years by design. Catch-up provisions let you contribute above the standard limits to 401(k)s and IRAs, the HSA offers triple tax advantages for future healthcare costs, and a backdoor Roth can build a tax-free bucket even if your income is too high for direct contributions. Pair those with a segmented "bucket" strategy — instead of retreating to CDs and cash — and most late starts can still be rescued. The first step is knowing your income need, not chasing a number.
Embed this episode
NOW PLAYING
Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.