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Tax-Efficient Investing: Maximizing Your Returns
Manage episode 445310481 series 3467946
Innhold levert av Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Maximize your investment returns with tax-efficient strategies! Certified Financial Planner Dawn Dahlby explains how to optimize your portfolio by balancing taxable, tax-deferred, and tax-free accounts. Learn the importance of diversification, managing risk, and rebalancing your investments to reduce taxes and increase performance.
• Why tax efficiency boosts returns
• How to balance different account types
• Importance of rebalancing and diversification
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