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Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing

Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing

FromMoney Tree Investing


Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing

FromMoney Tree Investing

ratings:
Length:
41 minutes
Released:
Dec 7, 2018
Format:
Podcast episode

Description

CFP Rick Rodgers described the three legs of a tax-efficient retirement strategy: Pre-tax After-tax Tax-free Then the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market. For more information, visit the show notes at http://moneytreepodcast.com/220 
Released:
Dec 7, 2018
Format:
Podcast episode

Titles in the series (100)

Get new investing ideas every week! Guests and panelists on the Money Tree Podcast talk about ideas like indexing, real estate investing, financial independence, personal finance, money management, and retirement, as well as new trends in investing like cryptocurrencies, alternative investments, and commodities.