Asset Location Strategies

Are you ready to get insider information on the best way for you to pay the lowest taxes, generate amazing investment gains, and make the most of your tax advantages?

I’m going to let you in on everything you need to know about Asset Location Strategies.

By the end of this video, you'll know:

- The best accounts to put your investments based on what tax bracket you’ll be in when you retire.

- The 3 types of brokerage accounts, and how to take advantage of them for maximum profit retention while giving up minimal taxes.

-Tax loss trading & capital gain harvesting. The two strategies used by investors to manage their taxes, and improve their overall investment performance.

- How to transform losses from bad investments into tax savings for your good ones.

It’s time to protect yourself from taxes, and poor financial planning trying to steal away the comfortable, fulfilled retirement you’re working so hard for.

Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.

Be clear, be confident and don’t overthink it. The beauty of your story is that it’s going to continue to evolve and your site can evolve with it. Your goal should be to make it feel right for right now. Later will take care of itself. It always does.

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Defeating Your Inner Saboteur: Essential Lessons from "Outwitting the Devil" by Napoleon Hill

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Using Roth Conversions To Reduce Your Taxes In Retirement