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Discover how money moves, from exchanging cash to digital transfers, and explore the evolution of money movement over time. Gain insights into the benefits and considerations of different payment methods, such as cash transactions, checks, debit cards, online payment systems, and peer-to-peer money movement services like Zelle. 

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.

Thank you very much for listening to Unfiltered Finance, a podcast from Symmetry Partners, LLC. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, and LinkedIn. As always, we remain invested in your goals.

Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.

Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions.

Please note the material is provided for educational and background use only. Moreover, you should not assume that any discussion or information contained in this material serves as the receipt of, or as a substitute for, personalized investment advice.

Symmetry Partners does not provide tax or legal advice and nothing either stated or implied here should be inferred as providing such advice.