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Episode 430: Celebrating Your Generosity, Accumulation Management, A Transition Question And Portfolio Reviews As Of June 6, 2025

Risk Parity Radio

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Tax-Efficient Investment Strategies

This chapter explores investment strategies tailored for individuals in higher tax brackets, focusing on tax implications and alternatives to cash holdings. It details portfolio construction for college savings and the unique considerations for transitioning investments as one approaches retirement. Additionally, it reviews various investment portfolios and performance metrics while emphasizing the importance of diversification and the need for consulting financial advisors.

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