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Year End Planning: Tax Harvesting - Ep. 157
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting.
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.
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By Travis Gatzemeier
5
1111 ratings
As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting.
Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to [email protected]
Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/
Join my weekly e-letter >> http://bit.ly/taxsavvybook
Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.