Is Your Portfolio Ready for an Income Tax Increase?

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By OJM Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
As we enter 2021, OJM partner Jason O’Dell discusses the importance of maintaining a tax diversified portfolio with assets divided into three buckets. He outlines the advantages of an asset class that can help you build retirement wealth in a tax-free bucket to hedge against potential income tax increases.

59 episodes