Tax Efficiency: Keeping More and Making It Last

27/02/2024 14 min Temporada 5 Episodio 13
Tax Efficiency: Keeping More and Making It Last

Listen "Tax Efficiency: Keeping More and Making It Last"

Episode Synopsis

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for retirees.