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Ask Paula: How to Handle a HUGE Bonus, Commission or Windfall

Afford Anything

00:00

Should I Prioritize Tax Optimization or Flexibility?

Brian with Coastfire is also kind of traveling along the same path as Andy. He says that his family is starting to transition away from full-time work. Now that there's less money to invest, should he prioritize tax-advantaged accounts or taxable accounts? Brian: We get so hyper-obsessed with being efficient that we forget to live.

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