How to Invest Tax-Efficiently

Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you answer those questions as well as other questions submitted by listeners on this episode of Wise Money!
Season 9 Episode 27
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:28)
Segment 2: (11:50)
Break 2: (22:02)
Segment 3: (22:52)
Break 3: (33:08)
Segment 4 (34:25)
Outro: (44:41)

[@Robert-wb9tx]

On the first question of the show, I’m curious as to where their excess $30k is coming from. If their soc sec is not taxable, that would imply that that $30k is not taxable income. I would hope it’s not coming from Roth withdrawals. Otherwise the answer is leave it in the Roth.

[@derekhaarman7388]

I’m very blessed to have my company give 10% towards my 401k and $1 a hour worked max 40 a week.

[@BUY_YT_Views_611]

I'm so glad I stumbled upon this!

[@steveking8548]

Sounds like an infomercial

[@dualeo27]

Currently my traditional IRA is depreciation( capital loss); If I convert to Roth IRA without selling my stocks, do I get tax deductions?

[@DougASAP]

No. Losses in a qualified account are not deductible (or offset against other gains).. This is not tax advice.