Are you plugging the holes in your leaky taxable account bucket? Do you have a taxefficient investing strategy?

You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Managing a taxable account properly is a difficult task in retirement. Every change that is made can translate to a tax burden for the investor.

This tax burden absolutely stunts growth.

Long Term Capital Gains or Short Term Capital Gains tax that leaves the taxable account is money that can no longer compound and grow on your behalf.

This is something called Turnover Tax Drag.

In this video, we discuss the impact of this tax drag and how you can avoid it for more tax efficient investing.

Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...