Top of the Morning: Which assets are better to use in retirement?
Feb 28, 2024
18:23
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy