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Purposeful Planning with Aspen Wealth Management

Aspen Wealth Management

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Tax-Wise Investing Tips: You & Your Investments, Part 2

• 4 min

Saving on taxes is on everyone’s minds during tax season, but if you really want to reduce your tax burden, you need to be thinking about it all year long. In this audio series, we discuss personal habits you can embrace that make for tax-efficient investing. Listen to part two of our series here, Tax-Wise Investing Tips: You & Your Tax-Wise Team.  Sources:  1. http://www.wsj.com/articles/after-a-bad-year-for-funds-prepare-for-a-tax-hit-1419653193 2. http://seekingalpha.com/article/1979461-start-paying-attention-to-tax-efficiency  If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player.   Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

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