Episode 41: Tax Strategies for Investors

What types of accounts do you have in your financial “toolbelt”? As an individual investor, how can you use these accounts to implement effective tax strategies? Jim Kantowski, CFP®, and Jacob Sadler, CFP®, discuss in this episode.

In this episode of “Conversations with Curio,” Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, sit down to discuss top tax strategies investors should consider when implementing a portfolio, taking distributions, and more. What are the different options available to individual investors? How can you differentiate between these options and find the best types of accounts for your situation?

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