Tax Management Through Investments

This week, we welcome Jack Kennedy, Chief Investment Officer at JB Meridian Advisors, LLC. back to the program. Jack is a Financial Advisor who helps clients develop a plan for retirement, diversify their assets and manage investments. He’s here to talk about investing, and how it impacts your taxes, how different investments are taxed, and how you manage your taxes and the amount you pay through smart investing in the appropriate types of accounts.

Episode Segments:

Tax Avoidance is Legal: Taxes and Investing Jack A. Kennedy JB Meridian Advisors, LLC discusses taxes and investing, and takes numerous listener questions on the topic.
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