Having non-retirement accounts are critical. The tax flexibility from loss harvesting may add value to many investors. Great video
@onedegreeadvisors
3 ай бұрын
Well said!
@michaelc6896
4 ай бұрын
assuming you overfunded retirement accounts......wouldnt the roth ira give you same flexibility you mentioned was needed by having non-retirement accounts? being that contributiins can be taken out anytime penalty free? you better off maxing out roth every year and possibly needung to take out a contribution for emergencies then you would be not maxing out the roth and splitting money investing in non retirement. (now for 401k i would 100% agree with needing flexibilty)
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