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Are Tax Advantages Overrated?


On This Episode:

Of course, saving money on taxes is important. But when tax advantages are being pitched as the primary benefit of an investment, should we be concerned? Charles will help us tackle the pros and cons on this week's episode. We'll also answer a question from Roberta about investing a large amount of her 401k in company stock.

Show Notes:

2:00 - Mailbag question from Roberta: Is it okay to have a majority of my 401k in company stock since I know the company well?

7:14 - Are tax advantages in investments overrated?

13:06 - Getting to know Charles: Did you ever get into any trouble when you were younger?