Tax-sensitive Investment Models

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | April 26, 2021

Show Notes

Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains the details of tax-sensitive investment models. He explains how Syverson Strege manages IRAs and Roth IRAs differently than non-qualified investment accounts and why we maintain two different investment portfolio models.

Tyler also outlines why mutual funds usually generate higher tax liabilities and the types of investments Syverson Strege sometimes suggests as alternatives such as tax-sensitive mutual funds, ETFs, and municipality bonds which make up the dynamic tax-sensitive models.

Finance Moment…Syverson Strege’s mini-podcasts to provide rapid-fire information on financial topics of the day.