873 - Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for high-net-worth investors with questions like:
-Should I do Roth conversions?
-Are there tax strategies I should be using?
-Do I have the proper estate plan?
-Is my portfolio allocation diverse enough?
-Will I retire on time?
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Episodes
873-
Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
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872-
Concentrated Stock Positions: How to Avoid Big Taxes
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871-
Can I Retire With $5 Million? Planning the Next Chapter
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870-
Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid
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869-