💰 4 Strategies to Reduce Taxes in Your Portfolio

You’ve heard of asset allocation, but what about asset location? 📍 Where you hold your investments can be just as important as what you invest in when it comes to lowering your tax bill.

In this new conversation, Dustin with Mundorf Wealth Management  and Erin Kennedy break down 4 simple but powerful strategies that could help keep more of your money working for you:

✅ Traditional vs. Roth IRAs and their unique tax advantages
✅ Tax-loss harvesting explained (with real-life examples)
✅ Why dividend-paying stocks might belong in tax-advantaged accounts
✅ How deliberate planning can even mean a 0% tax rate with the right strategies

Because, as Dustin always says, it's not about what you make, it's about what you keep. If you'd like to learn how you could benefit from these strategies, just text or call Dustin at the number on the website or book a free chat by visiting www.LongLiveMyMoney.com.