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Retirement Answer Man — Retirement Year End Planning: Tax-Loss Harvesting
Not scored yet48m·2024-11-06·Money

Retirement Year End Planning: Tax-Loss Harvesting

Retirement Answer Man · 564

Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner and tax expert. Learn how to strategically sell capital assets at a loss to reduce your tax burden and explore the…

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