Smarter Investing Starts with Better Asset Location -- Brandywine Oak Private Wealth

Описание: Are you unknowingly losing money to taxes in your investment accounts? In this video, we break down a simple asset location strategy that can help you keep more of your hard-earned wealth.

Why cash in a Roth IRA is like milk in the pantry—spoiling your returns
The difference between pre-tax, after-tax, and Roth IRA accounts
How asset location can increase your retirement wealth without extra risk
A side-by-side comparison of two investors—one smart, one not-so-smart
Simple adjustments you can make today to optimize your portfolio for taxes

💡 Don’t let tax drag eat into your returns—learn how to invest smarter!

Timestamp Overview
0:00 - Why storing cash in a Roth IRA is a mistake
0:26 - What is asset location, and why does it matter?
1:07 - The common mistake most investors make with asset allocation
1:29 - Meet Johnny & Susie: A case study in smart investing
2:21 - How Susie’s strategy increased her wealth by $2.3 million
3:07 - Why this strategy is a no-brainer for retirement planning
3:29 - How Brandywine Oak helps investors maximize after-tax wealth

Brandywine Oak Private Wealth was founded with a clear mission: provide personalized Family Wealth Plans to successful families who often lack the time, resources, and desire to manage their wealth effectively.


Learn more by visiting https://brandywineoak.com/