Charleston Financial Blog

Interview With David Plecha - Sensibleinvesting.tv

Posted by Myles B. Brandt, CFP® on 24 June 2013

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Sensibleinvesting.tv talks bonds with David Plecha from Dimensional Fund Advisors here. A few key take-aways:

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The benefits of tax diversification in retirement accounts

Posted by Myles B. Brandt, CFP© on 20 June 2013

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Morningstar has a great article on the benefits of tax diversification in retirement accounts here. The main idea is that with flexibility to draw from IRAs, taxable accounts, and Roths, you can have more control over your tax liability and increase terminal wealth.

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