Is Your “Dead Money” Costing You?
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Is Your “Dead Money” Costing You?
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Is “dead money” quietly working against your financial strategy?
John Blanchard explores how cash, investments, and retirement accounts can be structured with liquidity, taxes, and long-term goals in mind. He also discusses the risks of emotional investing, why “buying the dip” isn’t always straightforward, and how future taxable income may matter more than predicting future tax rates. Plus, hear why understanding the tax treatment of your income and investments can play an important role in building a comprehensive financial plan.
Let's dig deeper into this conversation. Get a complimentary review of your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!
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