The Bigger Insights Finance podcast helps you build a life you don’t need a vacation from. The goal of this podcast is to give you the education and insights you need to plan your financial future, as well as grow and protect your assets. Some of the topics discussed include: Budgeting, saving, debt management, retirement planning, investing (stocks, bonds, real estate, commodities, gold, silver, cryptocurrency), business development, tax planning, tax-favored accounts (401(k), IRA, HSA), risk management, asset protection, and estate planning. Bigger Insights is about sovereignty and resilience. In addition to our podcast and blog content, we provide consulting services to clients like you in one-on-one sessions. We help our clients achieve their goals and secure their future through finance, security, privacy, and technology. If you like this content, see our Privacy & Security and Technology podcasts as well. Visit biggerinsights.com to request a consultation, read our blog, or contact us...
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episode 12: Asset Location: Reducing Taxes & Simplifying Your Tax Return
Asset Location (AKA Asset Placement) is a strategy for organizing your assets in such a way as to reduce tax burden, simplify your tax return, and manage risk. We discuss our Asset Location strategies, which includes specifics about tax treatment for growth stocks, dividend stocks, taxable bonds, real estate investment trusts (REITs), precious metals (gold, silver), and commodities. We also detail considerations for foreign tax credit, master limited partnerships (MLPs), and Schedule K-1. Visit us at biggerinsights.com to request a consultation or read our blog. Please consider making a non-deductible contribution to help us keep this podcast going. OpenAlias: contribute.biggerinsights.com. Monero (XMR), Bitcoin (BTC), and Litecoin (LTC) addresses at biggerinsights.com/support-us. Disclaimer: We are not CPAs, tax attorneys, enrolled agents, or other tax professionals and nothing in our podcast is tax, financial, or other advice. We highly encourage you to consult your tax and financial advisors before making any changes to your tax or financial situation.