19 min

93. Investing with Non-Retirement Funds: What to Watch Out For With Tyler Lively Your Retirement Solution Podcast

    • Investing

Non-retirement investments are “non-qualified,” meaning that you're investing with after-tax dollars and are not subject to any special tax treatment.


 


In this episode, The Retirement Solution’s Tyler Lively navigates the path of investing with non-retirement funds. All this while highlighting the role of retirement, taxes, ETFs, and mutual funds within the investment arena. 


 


Tyler discusses:


 


From life insurance to college planning: Why follow the general investment hierarchy to invest non-retirement fund money

Benefits of utilizing after-tax money for investment purposes 

The role of capital gains tax when it comes to after-tax assets – and a breakdown of capital gain rates in 2021

The idea of “capital loss bank” to offset capital gains

Utilizing mutual funds in after-tax investments

The importance of saving during retirement 

And more!


 


Resources:


Fund Fact Sheet

Morningstar


 


Connect with Tyler Lively:


About: Tyler Lively 

(425) 558-3700 (TRS - Redmond, Washington)


 


Connect with The Retirement Solution:


The Retirement Solution

(888) 500-5830


 


About Tyler Lively:


 


Tyler is motivated by the ability to work closely with clients to help them achieve their financial dreams and goals. Tyler is an integral member of The Retirement Solution Investment Committee and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning, as well as the prestigious Certified Financial Planner® designation from the board-registered CFP® educational program. 


 


DA-001941.1

Non-retirement investments are “non-qualified,” meaning that you're investing with after-tax dollars and are not subject to any special tax treatment.


 


In this episode, The Retirement Solution’s Tyler Lively navigates the path of investing with non-retirement funds. All this while highlighting the role of retirement, taxes, ETFs, and mutual funds within the investment arena. 


 


Tyler discusses:


 


From life insurance to college planning: Why follow the general investment hierarchy to invest non-retirement fund money

Benefits of utilizing after-tax money for investment purposes 

The role of capital gains tax when it comes to after-tax assets – and a breakdown of capital gain rates in 2021

The idea of “capital loss bank” to offset capital gains

Utilizing mutual funds in after-tax investments

The importance of saving during retirement 

And more!


 


Resources:


Fund Fact Sheet

Morningstar


 


Connect with Tyler Lively:


About: Tyler Lively 

(425) 558-3700 (TRS - Redmond, Washington)


 


Connect with The Retirement Solution:


The Retirement Solution

(888) 500-5830


 


About Tyler Lively:


 


Tyler is motivated by the ability to work closely with clients to help them achieve their financial dreams and goals. Tyler is an integral member of The Retirement Solution Investment Committee and has earned a Chartered Retirement Planning Counselor designation through the College of Financial Planning, as well as the prestigious Certified Financial Planner® designation from the board-registered CFP® educational program. 


 


DA-001941.1

19 min