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This week’s theme on the Retirement Quick Tips Podcast is: Maximizing Net After Tax Returns In Your Investment Portfolio
Today,
Holding periods for taxable accounts and gains (longer holding period, better return, all else being equal)
Be careful about owning mutual funds in taxable accounts
Understand implications for withdrawals in retirement - which accounts to draw from first
That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.
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>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Visit the podcast page: https://truenorthra.com/podcast/
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance
By Ashley Micciche4.9
4949 ratings
This week’s theme on the Retirement Quick Tips Podcast is: Maximizing Net After Tax Returns In Your Investment Portfolio
Today,
Holding periods for taxable accounts and gains (longer holding period, better return, all else being equal)
Be careful about owning mutual funds in taxable accounts
Understand implications for withdrawals in retirement - which accounts to draw from first
That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.
----------
>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Visit the podcast page: https://truenorthra.com/podcast/
----------
Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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