Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's episode artwork

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.

Episode metadata supplied by the publisher feed · Published Apr 7, 2020

Embed this episode

NOW PLAYING

Tactical Asset Allocation, Create Better Diversification w/ Sean O'Hara-Pacer ETF's

0:00 54:11

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Money On Tap?

This episode is 54 minutes long.

When was this Money On Tap episode published?

This episode was published on April 7, 2020.

Can I download this Money On Tap episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!