Are You Losing More to Taxes Than the Market?
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
Are You Losing More to Taxes Than the Market?
-
Narrado por:
-
De:
Most investors obsess over market dips… while ignoring the quiet leak that compounds for decades: taxes. In this episode, Andrew breaks down how “tax drag” can shrink your long-term wealth more than volatility, why tax-deferred isn’t tax-free, and the 3 most common mistakes that trigger unnecessary tax bills (rebalancing, concentrated stock, and the NIIT/Medicare surtax ambush). Then we give you the playbook: asset location, systematic tax-loss harvesting, and Roth strategies high earners can use to build real tax flexibility.
Follow us on
X.com: https://x.com/AMGinc_ATL
Instagram: https://www.instagram.com/assetmanagementgroupinc/
LinkedIn: https://www.linkedin.com/company/amgincatl/
Facebook : https://www.facebook.com/beyondtomorrowpodcast
Website: https://www.assetmg-inc.com/
YouTube: https://www.youtube.com/@assetmanagementgroupinc
TikTok : https://www.tiktok.com/@assetmanagementgroupinc
Blog: https://www.assetmg-inc.com/blog
Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.