This week’s show covers our favorite allocation this year, backdoor Roths, the order to tap your accounts, and more!
Expecting Too Much from the Market, Tax-Free Bonds and Tax Alpha, Dangerous Assumptions (11.7.26)
Annuities at Death, Proprietary Funds, Show me the Muni (10.24.26)
Bonds Funds and Tax-Loss Harvesting, Year-End, Trump Accounts (10.17.26)
Hiring an Advisor, Where you Save, Tax Efficient Income (10.10.26)