Wait what?! I have to pay taxes on my portfolio gains from 2020?! Are there ways to reduce my tax bill? What accounts should I prioritize my investments? This episode of the podcast Joshua Lutkemuller, CFA and Brandon Young have Michael Harris of IronOak Wealth to discuss the effects of taxes on your portfolio.  Tune in and find out on this episode of WallStJunky!

Michael Harris, Private Wealth Advisor at IronOak Wealth:

IronOak Wealth LLC is a family wealth advisory office, focused on providing financial planning and investment  solutions to privately held business owners, corporate executives, and individuals. We offer customized financial solutions.

Email : [email protected]

Website: ironoakwealth.com

DISCLAIMER: WallStJunky and its content is not tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice.

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The Little Book of Common Sense Investing - https://amzn.to/39VPWDu

The Intelligent Investor - https://amzn.to/36RqeOw

Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! - https://amzn.to/3cMEMmp

Extreme Ownership by Jocko Willink- https://amzn.to/2YVCE3y

Principles by Ray Dalio -

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