“We like to help families build these tax diversification strategies where you have some money taxable, some tax deferred, and obviously tax-free.”
♫
Said on Retire Right Radio
“Move the same holdings into a traditional IRA or 401k… that income compounds tax-deferred”
Amanda Kish · Motley Fool Hidden Gems Investing · Act Now to Lower Taxes for 2026
Play from 8:13
8:13
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Move income-heavy holdings (bonds, REITs) from taxable brokerage accounts into traditional IRA or 401k to defer ordinary-income tax
Said nearby on the same subject
“Put dividend investor where you don't have to pay taxes on those dividends every year over in those tax deferred tax-free growth accounts”
MJ
Marshall Johnson
Retire With Purpose - The Retirement Podcast ·
“You can just roll everything into a traditional IRA and let that grow ... simplify your life”
♫
Said on The Ramsey Show
“Move somewhere between 30 and 40% of every locum payment straight into your separate account the moment it lands and call it the tax account”
DR
Dev Raga
Dev Raga Personal Finance ·
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