In this episode, Dr. Preston Cherry breaks down why taxable brokerage accounts are a smart tool for building long-term wealth. While the word “taxable” might sound like a disadvantage, these accounts offer surprising benefits: flexible withdrawals, lower taxes on gains, and smart strategies like tax loss harvesting. They're also great for estate planning, giving your heirs a valuable step-up in cost basis. When used right, these accounts can play a powerful role in your financial plan.

Takeaways:
• Build long-term wealth
• Lower tax rates
• Withdrawal flexibility
• Offset investment losses
• Boost estate value

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Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/