Ask Paula: How Can I Minimize My Taxes?
Afford Anything
English - April 06, 2022 22:33 - 48 minutes - ★★★★★ - 3.3K ratingsInvesting Business Entrepreneurship affordanything budgets earlyretirement financialindependence growwealth investing madfientist networth paulapant realestate Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?
Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?
Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
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#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?
Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?
Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?
Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
Learn more about your ad choices. Visit podcastchoices.com/adchoices