{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Retirement Answers","title":"7 MAJOR Benefits of a Brokerage Account in Retirement","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/7120a900\"></iframe>","width":"100%","height":180,"duration":1263,"description":"Is the brokerage account the secret to a fun and tax-efficient retirement? It might be a requirement, but it definitely helps. In fact, the brokerage account is my favorite account type and in this episode, I share 7 benefits that anyone can use to their advantage in retirement.👉 See If You're a Fit: https://www.rivertreewealth.com/get-started✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbersEmail: jacob@rivertreewealth.comWebsite: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.00:00 Welcome00:47 How 401(k)s, Traditional IRAs, and Roth IRAs Are Taxed03:06 What a Taxable Brokerage Account Is (and How It’s Taxed)04:16 Flexibility05:50 The “Bridge Account”07:10 Tax-Gain Harvesting11:39 Tax-Loss Harvesting13:30 Asset Location15:54 Liquidity16:58 Estate Planning19:04 How to Start Using a Brokerage Account in Your Plan20:20 Wrap-Up","thumbnail_url":"https://img.transistorcdn.com/YnuG4gZSyvFMDTRhl7aBM26xNd92NMFpYdpvqJoCaGU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hNTM0/ZTQ1MWJjYTRlNGU2/MjMzMTM0MDcwNjI2/NDkwYi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}