<p>Today we’ll dive into tax strategies that could benefit you and I’m not talking about an off-shore account in Grand Cayman. We’ll discuss a few LEGAL, but not well-known investment concepts such as Back-Door Roth IRAs and Tax-Loss Harvesting. Your tax advisor will be impressed with your knowledge!</p>

Today we’ll dive into tax strategies that could benefit you and I’m not talking about an off-shore account in Grand Cayman. We’ll discuss a few LEGAL, but not well-known investment concepts such as Back-Door Roth IRAs and Tax-Loss Harvesting. Your tax advisor will be impressed with your knowledge!

Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden

This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the life you’ve always imagined.

David Rosell is the author of "Failure Is NOT an Option -- Creating Certainty In The Uncertainty of Retirement" and "Keep Climbing- a Millennial's Guide to Financial Planning"; financial planning guides that are actually fun to read.  His work has been featured in two of the financial industry's leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR.

For more information about David, go to DavidRosell.com

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.   Rosell Wealth Management is a separate entity from Valmark Securities, Inc.

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Investing

This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the life you’ve always imagined. David Rosell is the author of "Failure Is NOT an Option -- Creating Certainty In The Uncertainty of Retirement" and "Keep Climbing- a Millennial's Guide to Financial Planning"; financial planning guides that are actually fun to read. His work has been featured in two of the financial industry's leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR. For more information about David, go to DavidRosell.com Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Rosell Wealth Management is a separate entity from Valmark Securities, Inc.

This is the investor’s guide that brings you confidence and clarity as you prepare for, enter and live your retirement years. You’ll go behind the scenes with author, speaker, financial planner and world traveler; David Rosell, as he shares the latest investment and planning strategies for the distribution of your wealth and helps you create greater certainty in the uncertainty of retirement. The end result: simplify complexity, achieve peace of mind and live the life you’ve always imagined.

David Rosell is the author of "Failure Is NOT an Option -- Creating Certainty In The Uncertainty of Retirement" and "Keep Climbing- a Millennial's Guide to Financial Planning"; financial planning guides that are actually fun to read.  His work has been featured in two of the financial industry's leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News &amp; World Report and NPR.

For more information about David, go to DavidRosell.com

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.   Rosell Wealth Management is a separate entity from Valmark Securities, Inc.

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Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden

Ep 6. Out of the Box Strategies for Mitigating and Reducing Your Tax Burden