Tax Diversification: The Blueprint for Your Financial Portfolio – Season 16 Ep. 3

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If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into what tax diversification is and how to begin making it work for your money in the long run to provide flexibility in your retirement.

Additional Resources

Distributing Income Into the Most Tax-Efficient Environment 

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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