3min chapter

Retirement Answer Man cover image

Gear vs. Stuff with Michael Easter

Retirement Answer Man

CHAPTER

Navigating Investment Complexities for Retirement

This chapter explores the intricacies of investment partnerships and the associated risks, particularly in tax-deferred accounts. It emphasizes the significance of understanding Unrelated Business Taxable Income (UBTI) and highlights the balance between portfolio optimization and the complexities of retirement strategies.

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