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Mastering Money 3/15/22 – IQ Wealth Management

If you’re smart, tax planning is a year-round activity. And if you’re even smarter, pay attention not only to ALOCATION strategy for your investments, but also to your LOCATION strategy. Knowing WHERE to locate your various investments inside OR outside of IRAs and Roths is something that can be easily done with a little advance planning. For example, many investors will pay taxes on mutual funds this year, even though they never took a penny out of their accounts. They – and perhaps you – will be charged for capital gains made in the fund during the year, even if you have not cashed in any of it. Today we would like to point out that you should avoid unnecessary taxes on your investments. An important show you don’t want to miss MASTERING MONEY is on the air!!

Check out this episode!

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