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Mutual Fund

Twenties Thirties Forties Fifties Sixties Elderly

What Investments go in Which Account for Tax Avoidance?

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.
Twenties Thirties Forties Fifties

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.