Tax Alpha and the Next Frontier of Tax Efficient Investing | With Brent Sullivan

✅https://www.leverwealthmanagement.com... a no pressure intro call.
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Lever Wealth Management is the financial advisor for individuals who scare other financial advisors. We provide full service Wealth Management for inquisitive, detailed, and successful families who are looking for a thought partner on a flat fee basis.
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As a Chartered Financial Analyst Charterholder and Certified Financial Planner Practitioner who meets with families daily, I see every type of situation. Today, I have an in depth conversation with Brent Sullivan from Tax Alpha Insider on tax efficiency within a retirement planning context. We hit on many issues such as asset location, 351 seedings, tax loss harvesting, tax efficient rebalancing and more.

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DISCLAIMER: These videos are only education. They are not specific tax, legal or investment advice. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. While the information expressed in these videos is believed to be accurate, neither Andrew Fallwell CFA, CFP® nor Lever Wealth Management, LLC make any guarantees to its accuracy.

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