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Managing Tax Loss (AND GAIN) Harvesting with Andy Panko

Managing Tax Loss (AND GAIN) Harvesting with Andy Panko

FromBig Picture Retirement


Managing Tax Loss (AND GAIN) Harvesting with Andy Panko

FromBig Picture Retirement

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)

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.