Tax Diversification is an important thing to think about as we close in on the end of 2019.
Tax Diversification is really a 3-point triangle - Amy explains how this analogy works.
In our first episode, we also cover the approach and importance of tax diversification, including some common misconceptions.
There are some common pitfalls associated with tax-free vehicles.
Finally, Jon and Amy ask the proverbial question: "Should everyone have each type of investment?"
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Call Thimbleberry Financial at 503-610-6510