Do you struggle to keep your taxable account tax-efficient? Are you leaking wealth annually because of this issue? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

0:00 Why Tax Efficiency Matters in Your Taxable Account
2:00 Reasons to Make Changes/"Take a Tax Hit"
3:13 The 3-Part Framework for Better Taxable Account Decisions
3:57 Case Study #1 - Simplified Example
6:25 Case Study #2 - Paying a Higher Rate Due to Conversions
7:53 A Big Takeway You Need to Consider...
8:48 Case Study #3 - Stacking Reasons to Exit an Current Invesment
12:23 What Do You Care Most About?

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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