Tag: Tax Strategies
How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®

How Do Brokerage and Bank Accounts Work Together? With David J. Nienaber, MBA, CPA, CFP®

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Ever wondered about the difference between checking, savings, and brokerage accounts?

In this episode, David J. Nienaber, MBA, CPA, CFP®, discusses the distinctions between checking accounts, savings accounts, and brokerage accounts. He highlights benefits of each and how they function together. Additionally, he explains how brokerage accounts can be platforms for purchasing stocks, bonds, and mutual funds.  Lastly, he touches on how money market funds are becoming a popular choice instead of traditional savings accounts.

David shares more about:

  • Money market funds as an alternative to traditional savings accounts
  • Money market funds can be bought and sold in a brokerage account and earn higher interest rates
  • Brokerage accounts not FDIC insured but have SIPC insurance
  • And more

 

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A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

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When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

  • Opportunities for implementation of tax loss harvesting
  • Why this might be a good time to evaluate Roth conversions
  • Maximizing the value of your family gifting
  • And more

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