Money Guide With Mary Sterk

At the end of the day, it's not how much you earn, it's how much you KEEP of what you earned. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share ways to keep more with a concept called tax-sensitive allocation. Topics include: Tax-Efficient Funnels Pre-Tax Post-Tax Tax-Advantage IRA Pension 401(k) Bank Accounts Brokerage Accounts Real Estate Tax Brackets Retirement Capital Gains Gains Rate Qualified Dividend Income Stretch IRA Municipal Bonds Mutual Funds Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact