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Podcast Episode #2 Tax-Efficient Investing

David DeWitt, CFP® By: David DeWitt, CFP®
on May 15, 2020

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Our second podcast covers some tax considerations investors should think about when investing. Topics covered include:

Changes from the CARES act investors should think about, the types of securities which generally make sense in different account types, harvesting losses, and how to save and invest efficiently 

We hope you enjoy! Visit our website at www.dewittcm.com

Please let us know what you think about the podcast by emailing to dhdewitt@dewittcm.com

Important: The content of this podcast is for educational purposes only. Please do not invest solely based on the information you hear on this podcast. 

 

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