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Episode 247: Back In The Saddle With Some Wide-Ranging Emails, Chihuahuas And My Wild Years

Risk Parity Radio

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How to Optimize Your Taxes When Using a Risk Parity Style Portfolio

With tax season upon us, could you give us some tips about how to optimize your taxes when using a risk parity style portfolio on a taxable account? Particularly if you are still in your forties and pulling money from your portfolio already. My first advice is to postpone it by getting an extension and then your tax season will be in the fall. Your accountant will be much happier with you doing your taxes in July when there's nobody else around.

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