Episode 50: How to Invest in 2025…and Beyond

The question we're going to tackle today is both a timely one and a timeless one: how concerned should investors be with investing their money into tax-deferred accounts or products, versus what are the pros and cons of investing in after tax accounts? Should investors be leaning fully into what is technically called qualified retirement accounts, or is this a good time to look at beefing up their after-tax accounts, or, maybe even considering a Roth conversion? Our financial services industry has historical operated under the assumption that tax rates are going to go up in the future, but my question to you Jay is…are we so sure? I seem to recall some recent chatter about abolishing income taxes totally, right? Today we hope to both explain the different options available to investors and give our educated opinion on how to maximize the impact of them.