A recording of our “Discovering Unified Managed Householding: A Demo” webinar with Smartleaf’s Victor Pollaci and Stefan Mitropolitsky.
What is householding and what’s required to do it well?
Managing multiple accounts to a single target in a tax-optimized manner
“Householding” means managing multiple accounts to a single goal, leveraging tax-advantaged accounts where possible. The point is not just to manage each account well. It’s to manage the accounts as a whole well.
One Bowdoin Square10th FloorBoston, MA 02114 T: 617-453-0714 F: 617-491-5556