5 Taxable Account Rules to Follow for Tax Efficient Investing

Are you investing your taxable or brokerage account for maximum tax efficiency? Are you implementing advanced strategies like tax loss harvesting?

You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

In today's Wealth Wednesday, we will be discussing how to make an often-overlooked account more tax-efficient with 5 simple rules.

An ongoing problem that we see in our practice is the mismanagement of non-qualified accounts (Brokerage, Joint, Taxable).

These can be a very powerful account for investors but managing these complex vehicles is... well complicated.

Investors try to fix some of these taxable account problems with a band-aid investment like municipal bonds. Unfortunately, these aren't the tax-efficient vehicles they are marketed as...

After this training, you'll have a simple and easy way to gain more after-tax wealth out of one of your most powerful tax buckets.

You learn powerful tax efficient investing strategies to boost your after-tax return.

#taxefficientinvesting #taxableaccounts #retirementincomeplanning

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...