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In the News | Oct 20, 2023

SmartAsset: Jeremy Suschak authors article on strategies to maximize passive income while minimizing taxes

Jeremy L. Suschak

CFP®

DBR & CO Head of Business Development, Jeremy Suschak, recently authored the below article for SmartAsset's popular 'Ask an Advisor' column. In the article, Jeremy shares a few strategies investors can consider implementing to generate passive, tax-efficient income.

Read the full article at SmartAsset and follow SmartAsset's blog for our monthly 'Ask an Advisor' columns. The monthly articles will also be available on Yahoo! Finance and Nasdaq, and syndicated to other national media outlets.

This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

Jeremy L. Suschak

CFP®

Head of Business Development

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