Episode 13 focuses on the topic we all love to hate – taxes! The discussion covers the history of taxation, the power of tax deferral and the role of tax diversification in financial planning.

This week's Q&A includes questions on the dangers of holding leveraged mutual fund and ETF products over long time periods and the difference between a “traditional” and “rollover” IRA.

A link to the Tax Control Triangle discussed in this episode and a handy tax reference guide are available at https://value-ability.com/content.