Tax Planning - Part 4
Автор: Louis Green, CFA, CFP
Загружено: 2025-06-24
Просмотров: 5
Описание:
This video is the tax planning section of my broader video titled 5 Steps To Retirement Planning.
In this video, I discuss:
My bio
Tax planning summary (tax rates, types of accounts, strategies for taxable accounts, retirement strategies, advanced options and other items to consider)
Asset location
Tax loss harvesting
How to get in touch
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