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This week’s theme on the Retirement Quick Tips Podcast is: Maximizing Net After Tax Returns In Your Investment Portfolio

Today, 

  • Holding periods for taxable accounts and gains (longer holding period, better return, all else being equal)
  • Be careful about owning mutual funds in taxable accounts
  • Understand implications for withdrawals in retirement - which accounts to draw from first

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.   


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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance