StrategIQ Perspectives - Tax Diversification: Taxable Investments

Watch the latest episode of StrategIQ Perspectives featuring Michael A. Jankowske, Vice President of Estate and Charitable Planning at StrategIQ Financial Group, LLC, and Rebecca Wallenfelsz, Partner at Chapman and Cutler LLP. In this episode, Mike and Rebecca talk about a bucket or category of tax diversification that becomes increasingly impactful the wealthier an investor gets, which is the taxable bucket. It may sound self-explanatory, but a better understanding of this category will help investors make better and more informed decisions when allocating wealth to the various tax diversification buckets.
StrategIQ Financial Group, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, and executives. We take a holistic approach to wealth management, dealing with all aspects of a client's wealth, including investments, taxes, estate planning, charitable trust services, and more.


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