Profit Boss® Radio | Women And Money | Financial Planning | Money Psychology | Personal Finance | Couples And Money

 In this episode, we’re continuing our conversation about Ultra Tax Efficient Wealth Management℠—a new-to-market investment strategy designed to help high net worth investors defer capital gains taxes while keeping their portfolios liquid and growth-oriented. If you haven’t listened to Episode 280 yet, go back and do that because it lays the foundation for everything we’re covering today, including how Robert and I discovered this strategy, vetted it thoroughly, and ultimately decided to offer it to our clients at Hendershott Wealth Management. Today, we’re diving deeper into UTEWM℠ to talk about: How this strategy compares to other common tax-deferral methods (and why others fall short) What makes Ultra Tax Efficient Wealth Management℠ uniquely effective, flexible, and IRS-compliant The technical underpinnings of the investment strategy, including the application of a long-short market-neutral overlay How UTEWM℠ can be applied to retirement distribution planning to potentially save millions in taxes over a l