What is tax harvesting and why are so many retirees and financial planners alike failing to implement this into their planning? More importantly, how could a good tax harvesting strategy impact your retirement?
Listen in, as we tackle these questions and much more!
Previous tax-related episode mentioned in today's talk: Taxes in Retirement Workshop
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at shermanl@integrityguidance.com
