Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms

In this episode we answer emails from Frank and Dan. We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding to bonds and alternatives and common withdrawal mechanisms for taking monthly distributions. Link: Father McKenna Center Donation Page: Donate - Father McKenna Center Amusing Unedited AI-Bot Summary: Ever pondered how to perfectly balance your portfolio in a high tax bracket? We promise you'll gain actionable insights from Frank, a ...