Investors talking about the returns that they can get in cash today reminds me a whole lot about investors back in the period of 2020 through 2022. An investor can go out and earn 4% to 5% on their money in cash. Everybody’s a hero. Sounds really intriguing. Why wouldn’t somebody invest in cash at this point with those types of of returns? But I think what’s happening here is people are forgetting the big picture of investing and the power of the financial markets. So let’s take a look.
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
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