Investment Tax Strategies Interview with Michael Mullen from SEI

Over the past 20 years or so, we’ve observed many doctors making common mistakes at all stages of their careers. We have taken our observations, as well as enlightening discussions with well-established professionals in wealth preservation spaces to bring you our Asset Protection Series: Interviews dedicated to bringing awareness to various risks that can affect your wealth. Anthony Williams and our guest of the week will discuss critical questions to consider and provide tips on how to work towards obtaining comprehensive asset protection. Be sure to check out our other informative interviews here.

This week we are excited to present our investment tax strategies interview with our long-time colleague, Michael Mullen!

Michael Mullen currently serves as an external wholesaler for Independent Advisor Solutions by SEI in the Mountain West, North Texas, and Oklahoma region. As a relationship manager to financial advisors, Michael spends the majority of his time developing strategic relationships with advisors, broker-dealers, and end-investors. A desire to stay at the forefront of the industry means Michael evolves his portfolio analysis, project management, and investment wholesaling techniques to consistently drive favorable results for stakeholders. Watch our Whiskey & Wealth Wednesday introducing Mike!

Our hope in providing these interviews is to continue our mission of helping doctors and their families grow their net worth tax-efficiently while minimizing exposure to litigation, loss of wealth, and detrimental career risks. Enjoy!

Investment Tax Strategies Interview Questions & Topics

  1. What are the different types of investment accounts and how are they taxed?

  2. How do taxes diminish the return in the accounts outside of the tax-deferred “bubble”?

  3. Within non-qualified/taxable accounts, are certain investments or investment vehicles better from a tax standpoint?

  4. How much wealth can be lost if my non-qualified/taxable accounts are not managed for taxes? What can advisors do to offset that drain to wealth?

Watch the full interview with Michael Mullen

If you’d like to learn more about this subject or have any questions, please feel free to contact us.

By Anthony C. Williams, CWS, ChFC, MRFC, CLU | Investment Advisor Representative | President & Founding Partner of Mosaic Financial Associates & Orthopaedist Advisory Group | Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.