How to Avoid Getting Double-Taxed in Your Retirement Portfolio

Most retirees don’t realize that one misplaced investment can create a double tax drag inside their portfolio, quietly reducing returns year after year.
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This video breaks down how each tax bucket works, why asset location matters more than most people think, and how international stocks expose a surprising flaw that can cost you real money when held in the wrong account. Clear examples, dividend mechanics, and the foreign tax credit explained. You’ll learn how to identify the leak in your own portfolio and how to correct it using simple, research-backed principles.

Timestamps:
0:00 - The Double Tax Problem
1:02 - Asset Location Versus Allocation
2:05 - Dividend And Interest Tax Drag
3:38 - Stock Buckets: Growth, Value, International
5:19 - The International Exception
6:33 - Foreign Withholding And Tax Credit
8:28 - How To Claim The Credit

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Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.

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