How to Manage Your Taxed Account

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You could hire a regular financial advisor as well, obviously that's going to be a little bit more expensive than a robo-advisor. But hopefully you're getting some other value out of it other than just the tax-loss harvesting. Here are a few principles to think about as you manage your taxable account yourself. Principle number one is max out your tax-protected accounts first. You should try to simplify your holdings at every opportunity possible.

Investing in Taxable Accounts -- What You Need to Know.

Ever wondered what you should do when you've maxed out your 401K, backdoor Roth IRA, and HSA but still want to save more? Dr. Dahle discusses the advantages to taxable accounts and what you need to know as you invest in them. Love what you hear on the podcast? Looking for more great White Coat Investor content? Head over to our YouTube channel where you can watch video recordings of our podcast, short snippets of financial tips explained succinctly by me and others, and deep dives into topics for more in depth learning. You can even learn all about real estate with webinars from our real estate partners. Check out all this and more at https://www.youtube.com/thewhitecoatinvestor. You can do this and The White Coat Investor can help.

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