Tax Diversification: How to Allocate Your Money Across Roth, Traditional, and Individual Accounts | Dr. David Ashby, Co-Founders , Mustard Seed Wealth Management. 00:10:00
Dr. David Ashby, CFP®, CPA, and co-founder of Mustard Seed Wealth Management, delves into the crucial topic of tax diversification and how to allocate your money among different types of accounts. Should you contribute to a Roth IRA, a Traditional IRA, or an Individual account? Dr. Ashby discusses the factors to consider when deciding which accounts are most appropriate for your financial goals and how to effectively diversify your investments across these options.
