Tax-Savvy Retirement: Asset Location Explained

What this episode covers

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-startedTax 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.———————————————————————————Website: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob 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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Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 26 minutes long.

When was this Retirement Answers episode published?

This episode was published on July 18, 2024.

What is this episode about?

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

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