How Buckets Can Help You Pay Less Taxes On Your Investments [Joe Knows Retirement, Episode 59]

Investing can be overwhelming, and if you don't do it properly, you could end up paying more in taxes than you need to. In this episode of Joe Knows Retirement, Joe explains tax location investing and uses buckets to illustrate the different types of investments. He shares how to optimally invest in each bucket so that you pay as little in taxes as possible and get as big of a return as possible.
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Timestamps:
00:00 What is tax location investing?
00:40 What are the different tax buckets?
07:13 How much money should you invest in each bucket?
10:15 How do you strategically use each bucket?
Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.

[@leonardhusser5167]

Your information is always very good. i ordered your book, and i hate taxes. i can't wait to get started with it

[@peakretirementplanninginc.]

Thanks for watching, Leonard! We appreciate the positive feedback and we hope you enjoy the book!