Blog Posts Filed Under tax-efficient-investing

  1. Tax Diversification and Liquidity - Your 401(k) Might Be Too Much Of A Good Thing

    Tim Hamilton

    By Tim Hamilton

    This is a guest post by wealth advisor Tim Hamilton, the founder Financial Families. Is your 401(k) your only retirement basket? Over-reliance on tax-deferred accounts can limit liquidity and tax options later. Learn why diversifying with taxable brokerage and Roth accounts is essential for financial flexibility in retirement and life's unexpected twists.