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Making The Case to Diversify Your Portfolio with Index Funds, Plus Retirement Account Deadlines


In this episode, Brandon Hall & Thomas Castelli discuss investment philosophy and strategy, does it make sense to diversify with index funds? and retirement account contribution limits and deadlines. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. — If you haven't joined the Tax Smart Real Estate Investors Facebook community, you need to jump on it ASAP! You'll get details on exclusive Live Q&As that I'm doing, updates on everything tax and accounting, and early access to events and content. ►You can join here: — Interested in getting our premium Tax Strategy Newsletter every Tuesday? It breaks down the nuances of real estate investor taxation in an easy-to-read manner and contains investor tools and presentations. ►Get a 14-day free trial here: — ► To grab the recordings from the 2022 Tax and Legal Summit visit: — ► Subscribe to our channel here: Follow Us Online Here: Facebook: LinkedIn: Twitter: Podcast: Website: Follow Thomas on Twitter @thomascastelli_ Follow Brandon on Twitter: @bhallcpa Subscribe to our FREE Tax Smart Investors Newsletter for exclusive content and tax updates: ...(read more)



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