Are You Getting More Tax Efficient Investments?

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All three of these scenarios have significant downsides. And it's much more about picking which one you're most comfortable with, bonds reets or purchasing stocks and using a capital gains approach to sell off. The question that i was addressing was the broader question of, does it make sense to hold tax inefficient funds in a taxable account? So my question back to andy would be, what rate of return on his portfolio does he need? What's his bar and then can he make it work?"

#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?

Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?

Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?

Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.

Enjoy!

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