Tax season is upon us! Research suggests that there are several areas where investors awareness of taxes is important, namely in cost-effective implementation, asset location, and withdrawal strategies. The costs associated with these can mean the difference between successful and mediocre investment results. In this episode we are joined by Ed Richter, a Certified Public Accountant (CPA) and Senior Financial Advisor and Partner at Apella Capital, LLC to review what investors should know about taxes for 2020 & 2021.
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