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Managing your money goes beyond spending less than you make and saving money. You also want to get the most out of every dollar you work your butt off for. Using tax advantage accounts is one way to squeeze the most out of your money. But how do you know where to put which dollar?
In this episode, I talk with Sean Mullaney about picking the best tax basket for your different types of assets.
Sean is a financial planner and CPA licensed in California and Virginia. He operates a solo financial planning firm in California. He blogs about the intersection of tax and financial independence at fitaxguy.
The show notes can be found here: https://laceylangford.com/podcast/best-tax-basket/
By Lacey Langford4.8
6161 ratings
Managing your money goes beyond spending less than you make and saving money. You also want to get the most out of every dollar you work your butt off for. Using tax advantage accounts is one way to squeeze the most out of your money. But how do you know where to put which dollar?
In this episode, I talk with Sean Mullaney about picking the best tax basket for your different types of assets.
Sean is a financial planner and CPA licensed in California and Virginia. He operates a solo financial planning firm in California. He blogs about the intersection of tax and financial independence at fitaxguy.
The show notes can be found here: https://laceylangford.com/podcast/best-tax-basket/

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