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Mastering Tax Loss Harvesting for Retirement
Manage episode 450939836 series 3561344
محتوای ارائه شده توسط Impact Partnership and Kevin Bock. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Impact Partnership and Kevin Bock یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode of Retirement Talk, Kevin discusses essential strategies for tax loss harvesting, the importance of estate planning, and how to create a legacy that aligns with personal values. He emphasizes the need for a holistic approach to retirement planning, including income strategies, tax minimization, and preparing beneficiaries for their inheritance. The conversation highlights the role of financial advisors in guiding clients through these complex topics and ensuring they have a comprehensive plan for their future.
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