Slashing Taxes in Your Portfolio, with Mark Byelich and Paul Murray

Mark Byelich and Paul Murray from Wealth & Advisory Associates look at saving and investing as three buckets:

  • Taxable buckets include checking accounts, stocks and bonds outside of retirement accounts
  • Retirement buckets include 401(k), IRAs, 403(b) plans
  • Tax-free buckets include Roth IRAs, Roth 401(k)s, and cash value of life insurance policies

They say the best and most advantageous bucket is the tax-free bucket.

Mark and Paul share their thoughts on why the tax-free bucket is the best and most advantageous bucket which led to an interesting discussion with the panel about:

  • Can you live a lifestyle and pay no tax?
  • Is permanent life insurance a good tax savings vehicle?
  • What tax strategy is most commonly overlooked or underutilized?

Listen to learn how to make decisions on taxation today that will effect your overall withdrawal strategy in your future.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guests, Mark Byelich and Paul Murray:

Mark Byelich is a CFP®, CDFA®, and AIF®. Paul Murray is a ChFC®, AIF® and CDFA. They help people focus on zero-tax strategies, investment services, and fiduciary services.

Together they run Wealth & Advisory Associates at https://planwithadvice.com.

Follow them at:

Website
Facebook
LinkedIn

 

Today’s Panelists

Joe Saul-Sehy | Money in the Morning
Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Goldstein on Gelt

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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Here’s how it works: First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

 

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