Why is tax diversification so important? On today’s episode, we sit down with John Saunders, Senior Wealth Advisor to discuss being efficient with your various tax funnels and accounts.
TIMESTAMPS
0:42 – Introducing John Saunders
5:16 – Making taxes simple
8:18 – Tax incentives not loopholes
9:37 – Tax diversification
13:18 – National debt and taxes
16:11 – Taxes throughout the years
20:31 – Taxable, tax postponed, tax-free
24:55 – Closing thoughts
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.carsonwealth.com/team-members/john-saunders-ii/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
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Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Hear Past episodes of the Way2Wealth Podcast!
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Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
