The Invest Smarter Podcast

Episode #2 "Tax-Efficient Investing"

Written by David DeWitt, CFP® | Oct 22, 2020 7:26:47 PM

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
  • how to save and invest efficiently