Episode 47: Tax Investments

Wouldn’t it be nice to have more money in your pocket and not give it all over to the IRS? This episode discusses how to be aware of the types of accounts you own and what it does to your income, to be able to be more tax efficient.

Three takeaways:

  • Mutual Funds
  • Re-investment
  • Convert taxable $

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Complimentary Opportunities:
(Check all that apply)