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Coordinating the “Tax” Location of Your Investments

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No matter what stage you are in your career, the impact of taxes plays a significant role in the accumulation or depletion of your assets.  Our next guest says that whether you invest in taxable, tax-deferred, or tax free accounts, the “location” of these investments should be coordinated in your overall planning.

Mike Switzer interviews Rusty Cagle, is a certified financial planner and president of ASE Wealth Advisors in Greenville, SC.

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.