In this episode, the host, Ryan Bakke dives into the benefits and strategies of utilizing a taxable brokerage account for wealth building and early retirement.
In this episode, we will cover:
- The flexibility and advantages of a taxable brokerage account
- Tax-efficient gains and portfolio income
- Tax-free investment opportunities within the account
- The concept of tax loss harvesting
- Leveraging the account for loans and real estate investments
Follow Ryan online: [ Ссылка ]
Timestamps:
[00:00:00] Intro
[00:01:09] Ryan Bakke discusses underutilized investing options for real estate.
[00:03:30] Taxable brokerage account provides more tax efficiency.
[00:07:16] Tax-free muni bonds have lower cash flow.
[00:10:45] Offset W-2 income through investment, real estate.
[00:13:29] Long-term investing mindset for wealth building.
Join my Facebook group, Tax Strategies for Real Estate Investors, and become part of a community with 5000+ high-level real estate investors
► Join here: [ Ссылка ]
Interested in working with me? Apply here:
► [ Ссылка ]
Let's connect!
► Instagram: [ Ссылка ]
► LinkedIn: www.linkedin.com/in/learnlikeacpa
► Twitter: [ Ссылка ]
► Facebook: [ Ссылка ]
► Tiktok: [ Ссылка ]
*None of this is meant to be specific investment advice, it's for entertainment purposes only.
