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Southern California Edison
Tax Diversification

Educating Edison

March 2024

 

Many people focus on diversifying their investments. However, in this month's Educating Edison video, Casey Bartels, CFP®, shares insights on diversifying your tax exposure for retirement. He discusses the three types of retirement savings you might have and the tax implications of each one.

Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial lives. If you have questions, please schedule a conversation below.