WS1691 How The Ultra Rich Invest For Retirement | Stephanie Walter
The Real Estate Syndication Show
00:00
The Tax Treatment of Diversification
I wanted you to be able to hit the tax treatment diversification as well. And like, what is that? And why should we care? I usually say we have like three buckets of money: We've got money just maybe sitting in your savings and growing it at a small rate but then you're taxed every year on that. The second one is tax deferred money. That's your 401k. Then the tax free bucket is money that comes to you tax free in retirement. Okay, and I don't know, any other thoughts around strategies that we should be investigating or even learning from you that maybe we hadn't thought of.
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