Ways to Adjust a Non-Retirement Portfolio

from How to Retire on Time · host Kedrec Wealth

“Hey Mike, most of my investments are in a brokerage account. How do I set up my retirement plan without creating a huge tax bill.” Discover the nuance of shifting a non-retirement portfolio (not IRA or Roth) into something more appropriate for retirement while acknowledging the tax consequence along the way. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.retireontime.com

Episode metadata supplied by the publisher feed · Published Aug 19, 2025

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Ways to Adjust a Non-Retirement Portfolio

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