The Best Retirement Investment Account! It’s not What You Think.

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Most financial advisors push 401k and IRA contributions, but Brian Muller, founder of Momentous Wealth Advisors, reveals why taxable investment accounts might be your most powerful retirement wealth-building tool. Discover the three wealth decision principles that could add six figures to your retirement nest egg.

Key Topics Covered:

• Why taxable investment accounts beat traditional retirement accounts for many investors

• Tax loss harvesting strategies you can’t use in 401k/IRA accounts

• How to create tax diversification in retirement planning

• Estate planning advantages of taxable accounts with stepped-up basis

• Required minimum distribution problems and solutions

• Tax-efficient investment strategies for taxable accounts

• Long-term capital gains vs ordinary income tax optimization

• Retirement withdrawal strategies using multiple account types

00:00 Introduction: The Overlooked Retirement Account

00:19 Meet Brian: Your Wealth Advisor

00:33 The Secret Weapon for Retirement Wealth

01:02 Challenging Conventional Wisdom

01:53 The Power of Taxable Investment Accounts

02:26 Wealth Decision Principle #1: Tax Flexibility

03:12 Advantages of Taxable Investment Accounts

04:22 Real World Example: Tom and Kim

05:26 Wealth Decision Principle #2: Offsetting Gains with Losses

06:22 Estate Planning Advantages

07:39 Wealth Decision Principle #3: Tax-Free Inheritance

09:09 Actionable Strategies for Taxable Investment Accounts

11:50 Conclusion: Start Building Your Taxable Investment Account

12:23 Final Thoughts and Next Steps

#RetirementPlanning #TaxableAccounts #WealthBuilding #RetirementInvesting #TaxDiversification #FinancialPlanning #InvestmentStrategy #RetirementSavings #TaxLossHarvesting #estateplanning

To learn about my P.R.U.D.E.N.T Process for picking stocks, go to:

https://www.momentouswealthadvisors.com/stock-investing

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

https://www.momentouswealthadvisors.com/book

To schedule a Discovery Call go to:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brian D Muller(AAMS©), Founder, Wealth Advisor

XYPN Invest Disclaimer:

Brian Muller is an Investment Adviser Representative of XYPN Invest, an SEC-registered investment advisory firm doing business as Momentous Wealth Advisors. This podcast is not published on behalf of XYPN Invest, and the views expressed herein are solely those of Brian Muller.

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The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

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