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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Mar 1, 2021
Mar 1, 2021
14 min
Taxes can really hurt your investments when you don't have the right plan in place. So, should you create an investment strategy just for the tax efficiencies? Today, Paul and Evan discuss an article suggesting ETFs in an IRA for the tax benefits. Listen along to hear whether or not this strategy makes sense and how tax savings and returns can exist together in your investments.
If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.
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