How to Avoid Getting Double-Taxed in Your Retirement Portfolio скачать в хорошем качестве

How to Avoid Getting Double-Taxed in Your Retirement Portfolio

Most retirees don’t realize that one misplaced investment can create a double tax drag inside their portfolio, quietly reducing returns year after year. Call us at 920-672-4232 or visit https://www.meritfinancialadvisors.co... to start building a plan that helps you live retirement with clarity, purpose, and confidence. This video breaks down how each tax bucket works, why asset location matters more than most people think, and how international stocks expose a surprising flaw that can cost you real money when held in the wrong account. Clear examples, dividend mechanics, and the foreign tax credit explained. You’ll learn how to identify the leak in your own portfolio and how to correct it using simple, research-backed principles. Timestamps: 0:00 - The Double Tax Problem 1:02 - Asset Location Versus Allocation 2:05 - Dividend And Interest Tax Drag 3:38 - Stock Buckets: Growth, Value, International 5:19 - The International Exception 6:33 - Foreign Withholding And Tax Credit 8:28 - How To Claim The Credit - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel:    / @meritfinancialadvisors   🏆 Join our Weekly Email Series: https://meritfinancialadvisors.com/su... 📈 Talk with us about your retirement plan here: https://www.meritfinancialadvisors.co... 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Merit Financial Advisors - Headquarters 2400 Lakeview Pkwy, Suite 550 Alpharetta, GA 30009 For more information, please visit www.meritfinancialadvisors.com Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. #RetirementTaxPlanning #TaxEfficientInvesting #ForeignTaxCredit #DoubleTaxation #InternationalInvesting #dividendtax #taxefficientinvesting #portfolio #TaxBuckets #RetirementIncomeStrategy #WealthManagement #CapitalGainsTaxes #RothIRA #IRA #etfinvesting #GlobalInvesting #retirementplanning