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Mastering Tax Loss Harvesting for Retirement
Manage episode 450939836 series 3561344
Inhoud geleverd door Impact Partnership and Kevin Bock. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership and Kevin Bock of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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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