The Hidden Cost Of Investment Income

Some desirable investment income - like interest and dividends - might actually hurt high-net-worth investors' bottom line. This comes from an article by Larry Swedroe in Financial Advisor Magazine. He outlines four hidden costs that can quietly erode over 1% of after-tax returns each year: Cash Drag Tax Deferral Step-up and Charitable Giving Advantage Financial Planning Flexibility For our Listener Question: "Are brokerage account gains taxed before the money is withdrawn?" If you've ever wondered how your taxable investment account stacks up next to your IRA or Roth, this one's for you. We dig into the 'magic middle' of retirement savings and clear up how and when Uncle Sam wants his share. And to wrap up the show, Dave in New York shares his work of raising dogs to help the blind. 🦮 Resource: Article by Larry Sweroe in Financial Advisor Magazine: The Hidden Cost Of Investment Income Connect with Benjamin Brandt:

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The Hidden Cost Of Investment Income is an episode from Retirement Starts Today Radio by Benjamin Brandt CFP®, RICP®.

This episode is 16:28 long.

This episode was published on Mar 23, 2026.

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