Are You Losing More to Taxes Than the Market?
Автор: Asset Management Group Inc
Загружено: 2026-01-26
Просмотров: 40
Описание:
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: / assetmanagementgroupinc
LinkedIn: / amgincatl
Facebook : / beyondtomorrowpodcast
Website: https://www.assetmg-inc.com/
YouTube: / @assetmanagementgroupinc
TikTok : / 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.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
