Investment Allocation

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How to Allocate Your Investments Across Your Accounts (401k, IRA, Roth, and Brokerage)

In this essential presentation, Ticker Tape Investments CEO Tom Schmidt dives into smart, strategic ways to manage your investment accounts for maximum growth, flexibility, and tax advantages. You’ll learn powerful techniques like:

✅ How and why to roll over 401(k)s into Self-Directed IRAs (SDIRAs)
✅ When to use Roth IRAs for high-return investments—and how billionaires like Peter Thiel built fortunes using this strategy
✅ Why it’s critical to keep depreciating assets like real estate out of your IRA
✅ How to leverage taxable accounts for flexibility and tax-loss harvesting
✅ Insider tips on using different account types for bonds, growth stocks, private equity, crypto, and more

💡 Learn how to structure your accounts the way sophisticated investors do—and unlock better returns, greater flexibility, and smarter tax strategies.

Ideal for:

  • Accredited Investors
  • High-Net-Worth Individuals
  • Family Offices
  • Financial Advisors
  • Strategic Wealth Builders

If you’re serious about building wealth, reducing taxes, and positioning yourself like the ultra-wealthy, this session is a must-watch.

Watch now and take control of your financial future!
Connect with Ticker Tape Investments for more exclusive educational content, investment opportunities, and personal consultations:
🔗 TTI YouTube Channel
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