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
Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770
Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact