Managing Tax Loss (AND GAIN) Harvesting with Andy Panko
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...
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/
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Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”
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/
Want to ask a question? You can find us in our Facebook group. https://www.facebook.com/groups/bigpictureretirement
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