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Are Your Assets Being Held In The Right Account For Maximum Tax Benefits?
In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills.
Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You won’t want to miss this episode.
Listen to this loaded episode now!
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.
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By New Focus on Wealth
2.3
33 ratings
In this episode of New Focus on Wealth, Chad goes over the differences between Exchange Traded Funds and mutual funds, noting that ETFs allow for improved tax efficiency while mutual funds are causing massive tax bills.
Next, Chad notes how purchasing different types of assets in different types of accounts can provide attractive tax benefits. You won’t want to miss this episode.
Listen to this loaded episode now!
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.
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