Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson address one of the least understood yet important principles of outsmarting the tax code-- tax allocation. They analyze the different tax brackets, the concept of asset allocation, and the tax-efficient investment strategy.
[06:05] The Concept of Asset Allocation
[10:24] It's Never too Late to Think About a Tax-Efficient Portfolio
[15:31] Analyzing the Different Tax Brackets
[19:54] Stocks Versus Mutual Funds
[23:40] Differentiating a Tax-Deferred Account from a Tax-Free Account
[26:30] How to Strategically Switch Through Different Tax Accounts
[28:50] Portfolio Items Commonly Found in the Tax-Free Account
[37:04] Summary of the Tax-Efficient Investment Strategy
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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