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Mastering Tax Loss Harvesting for Retirement
Manage episode 450939836 series 3561344
Contenuto fornito da Impact Partnership and Kevin Bock. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Kevin Bock o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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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