052. Simplifying our finances - How we’re saving $20K by ditching robo-investing
Inside Out Money
Optimizing Fund Transfers and Minimizing Taxable Events
The chapter covers the process of transferring funds between brokerage accounts, emphasizing the importance of cost basis information to avoid triggering taxable events. It delves into managing investments to minimize capital gains taxes and strategic tax planning, discussing the impact on income taxes and healthcare costs. Additionally, it touches on the benefits of tax-advantaged accounts and prioritizing funds with lower expense ratios for an optimized investment strategy.
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