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Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end.
Mike elaborates on the different types of investment accounts and their tax implications, emphasizing the significance of understanding short-term versus long-term gains. Through real-life examples, they illustrate how strategic tax loss harvesting can minimize tax liabilities and maximize retirement savings.
Visit MichigansRetirementCoach.com to connect with Mike and his team and start building your retirement plan today!
See omnystudio.com/listener for privacy information.
98 حلقات
Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end.
Mike elaborates on the different types of investment accounts and their tax implications, emphasizing the significance of understanding short-term versus long-term gains. Through real-life examples, they illustrate how strategic tax loss harvesting can minimize tax liabilities and maximize retirement savings.
Visit MichigansRetirementCoach.com to connect with Mike and his team and start building your retirement plan today!
See omnystudio.com/listener for privacy information.
98 حلقات
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.