Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.

ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).

Video Content Details

00:00 Intro
00:23 Focus Point: Retirement Account Strategies to Reduce Taxes
03:45 Market wrap
05:57 MOH - Molina Healthcare Inc.
11:51 Declining Birth Rates
13:18 BMY - Bristol Myers Squibb Co.
16:58 Call Options
18:57 ULTA - Ulta Beauty Inc.
21:55 IMF
23:59 MU - Micron Technology Inc.
26:24 FSTA - Fidelity MSCI Consumer Staples Index ETF
28:52 SBUX - Starbucks Corp.
31:41 U.S. Debt
34:14 SSNC - SS&C Technologies Holdings Inc.
37:47 DFFVX - DFA US Targeted Value Portfolio
40:12 Private ETFs

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