Encore: Tax Loss (and Gain!) Harvesting with Andy Panko

Big Picture Retirement

English - December 11, 2023 12:00 - 35 minutes - 39.1 MB - ★★★★★ - 366 ratings
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Previous Episode: Encore: The Fine Print of Beneficiary Designations

Next Episode: Encore: 6 Social Security Mistakes That Can Damage Your Retirement

Another special encore episode just in time for year end. Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're replaying our epsiode with Andy Panko for a discussion into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting.

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/