EPISODE · Oct 9, 2023 · 26 MIN
Tax Efficient Asset Allocation, With David Graham
from WealthChannel Academy · host WealthChannel
For many investors, accumulating assets is relatively easy and straightforward. What can be a lot harder is the process of de-accumulation. David Graham joins Michael to discuss the tax arbitrage opportunities available to investors who strategically place asset classes, use ETFs instead of mutual funds, and harvest capital gains at opportune times.
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Tax Efficient Asset Allocation, With David Graham
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