Unlocking the Benefits of Taxable Retirement Accounts

[@davidfolts5893]

Tax diversification is one of the keys to the kingdom.

[@wannamontana4130]

Another benefit not mentioned is the ability to pledge this asset to do many different banking maneuvers both pre and post retirement. This is very attractive for the entrepreneur, real estate investor, or even the personal investor who would like the backdrop of liquidity by having access to a secured line of credit. ... not to mention the possibility of down market tax loss harvesting, .... like NOW!

[@wannamontana4130]

Nothing like having eggs in different buckets! LOL

[@ralphparker]

Thanks!

[@heart_and_sole]

Stop saying 'utilized'. Just say 'used'.