Webinar Replay

Tax Planning
Minimize Taxes with Asset Location
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Guest Expert: Andy Panko, CFP®, RICP®, Enrolled Agent, Tenon Financial

This session features IRS Enrolled Agent Andy Panko leading a review of which asset types should be held in traditional IRAs, Roth IRAs and taxable accounts. Andy also review the tax brackets and s...

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This session features IRS Enrolled Agent Andy Panko leading a review of which asset types should be held in traditional IRAs, Roth IRAs and taxable accounts. Andy also review the tax brackets and sensible withdrawal strategies for each bracket. As always, there was a lively Q&A session that went on for 30 minutes. 

This is must-listen for anyone interested in minimizing taxes.