You may be losing money by simply not understanding which accounts are the best place to hold your investments for tax avoidance. If you have holdings outside of a retirement account, you’ll want to know these tax efficient investing strategies. Let’s walk through a 10 step process to rebalance and stop paying Uncle Sam more than his fair share.
Financial Independence and Retirement Calculators are near Useless
Forget the online Financial Independence calculators used to predict early retirement and investment returns. I’m sorry, but you need to create a customized plan to FI or hire a professional to do so. Don’t be discouraged and give up based on results of these tools and think, “I’ll never retire, if I need a bajillion dollars to do so.” Let’s see how a typical american family can retire earlier than anticipated.
Optimize Investments and Debt Repayment Priorities Checklist
Ever wonder what should be funded first…Bills, Debt, 401K, IRA, E-Fund, 529, etc…? After much research, there is a way to optimize investments and debt repayment for 90% of us. I’m going to show you the 12 steps and order of priority in which to save money and reduce liabilities.
