Ask Paula: How Can I Minimize My Taxes?

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By Paula Pant. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

#374: Andy in Palm Springs wants to create an income stream through a taxable brokerage account. What strategy should he use to minimize the tax impact of withdrawing his gains?

Jake wants investment cash flow until he’s eligible for his military pension in 10 years. Should he buy small multifamily properties right now, wait a few years and invest in syndications or should he invest in index funds through taxable accounts?

Anonymous is a US Citizen, lives in London, and can’t invest in index funds. How can he invest while reducing his risk?

Former financial planner Joe Saul-Sehy and I tackle these questions in today’s episode.

Enjoy!

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