Original Air Date: September 10, 2024

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making smart decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.

Read the Article: https://www.henssler.com/building-a-sell-strategy-balancing-risk-tax-efficiency-and-retirement-needs