Keep More of Your Money with Tax-Sensitive Allocation

Keep More of Your Money with Tax-Sensitive Allocation

October 22, 2022

At the end of the day, it's not how much you earn, it's how much you KEEP of what you earned. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share ways to keep more with a concept called tax-sensitive allocation. Topics include:

Tax-Efficient Funnels

Pre-Tax

Post-Tax

Tax-Advantage

IRA

Pension

401(k)

Bank Accounts

Brokerage Accounts

Real Estate

Tax Brackets

Retirement

Capital Gains

Gains Rate

Qualified Dividend Income

Stretch IRA

Municipal Bonds

Mutual Funds

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