Tax Efficient Portfolio Withdrawal Strategies (Facebook Live, February 10 2021)
Автор: Retirement Planning Education
Загружено: 2021-02-11
Просмотров: 16168
Описание:
Video from Facebook live stream from the Facebook group, "Taxes in Retirement," from February 10, 2021. Explanation and discussion of investment portfolio withdrawal strategies and how to do withdrawals tax efficiently
To join Taxes in Retirement - / taxesinretirement
#RetirementIncomePlanning #RetirementPlanning #PortfolioWithdrawal
DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy.
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