28 min listen
Managing Tax Loss (AND GAIN) Harvesting with Andy Panko
Managing Tax Loss (AND GAIN) Harvesting with Andy Panko
ratings:
Length:
33 minutes
Released:
Dec 19, 2022
Format:
Podcast episode
Description
Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're joined by Andy Panko for a deeper dive into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting. Visit Andy's firm Tenon Financial at https://tenonfinancial.com/ Visit Andy's Facebook group Taxes In Retirement https://www.facebook.com/groups/495122561395942 Listen to Andy's podcast Retirement Planning Education at https://podcasts.apple.com/us/podcast/retirement-planning-education-with-andy-panko/id1605251516 Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin’s team at https://www.carrolladvisory.com/ Contact John’s team at https://www.rossandshoalmire.com/
Released:
Dec 19, 2022
Format:
Podcast episode
Titles in the series (100)
#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop by Big Picture Retirement