Tax Diversification and The Tax Columns

26/07/2025

                    Tax Diversification and The Tax Columns

Listen " Tax Diversification and The Tax Columns "

Episode Synopsis


All financial vehicles fall into 1 of 3 categories/columns: Taxable, Tax-deferred (Tax-procrastination), or Tax-free. Asset LOCATION is far more important that asset ALLOCATION. What is the right balance for you between these 3 tax columns? What collateral damage could your traditional retirement accounts be causing on your total retirement landscape? How can you shift tax-hostile assets to tax-free assets?