Financial planners frequently meet with folks who want to invest for growth. After all, who doesn’t want to see their portfolio grow? But, growth also means capital gains tax. Are there any investments that encourage portfolio growth but have limited tax liability? On today’s show, Doug answers a listener question about investing for growth. “Jeff” asks if there are investments that encourage portfolio growth, but have little tax liability. While an investment advisor, and not a tax advisor, Doug answers several aspects of the question:
One way to invest for growth is through a SMA – a Separately Managed Account. Watch a short clip on What is a SMA - Separately Managed Account. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
Securing Finances for a Long Life
Managing U.S. IRAs and Roth Conversions for Expats
Receiving an Unexpected Inheritance in Retirement
Avoiding Costly Mistakes: Planning for U.S. Estate Tax When Married to Non-Americans
Managing U.S. Pension and IRA Plans from Israel
Financial Planning for Illness and Death
The Stress-Free Investment Method
How to Overcome Family Pressure in Investing
When Real Estate Investments Turn Sour
Getting Ready Financially for Divorce
6 Strategies for Happier Investment Decisions
Moving to Israel in Retirement: Financial Planning and Practical Tips for Olim
Understanding RMDs: A Simple Explanation
The Journey to Expatriation
Don't be a DIYer: U.S. Cross-Border Investments in Israel
Tax Planning Tips for Americans Living in Israel | Reduce Tax Liabilities and Maximize Savings!
Being a Good Steward of Family Wealth
Are You in Danger of Getting Dropped by Your U.S. Investment Advisor?
One Common Myth About Receiving a Cross-Border U.S. Inheritance While Living in Israel
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