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.