))
Mastering Tax Loss Harvesting for Retirement
Manage episode 450939836 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode of Retirement Talk, Kevin discusses essential strategies for tax loss harvesting, the importance of estate planning, and how to create a legacy that aligns with personal values. He emphasizes the need for a holistic approach to retirement planning, including income strategies, tax minimization, and preparing beneficiaries for their inheritance. The conversation highlights the role of financial advisors in guiding clients through these complex topics and ensuring they have a comprehensive plan for their future.
CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY
See omnystudio.com/listener for privacy information.
185 episoade
Distribuie
