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<p><strong>Episode Summary</strong>:<br /> Taxable brokerage accounts are often overlooked but are essential for building wealth and achieving early retirement. Brad Barrett and Cody Garrett highlight their flexibility, tax advantages, and strategic value. Cody Garrett provides insights on how to effectively navigate these accounts, dismantling common misconceptions while sharing actionable strategies.</p> <p><strong>Key Takeaways</strong>:</p> <ul class="list-disc pl-3"> <li>Understanding the definition and benefits of taxable brokerage accounts.</li> <li>The flexibility of contributions and investment options.</li> <li>Tax optimization strategies, including long-term capital gains and tax loss harvesting.</li> <li>The importance of asset location for tax efficiency.</li> <li>How to navigate the rules around gifting and estate planning regarding taxable accounts.</li> </ul> <hr /> <p><strong>Timestamps</strong>:</p> <ul class="list-disc pl-3"> <li><strong>00:02:00</strong> - Defining ...