Dec. 19, 2022

Managing Tax Loss (AND GAIN) Harvesting with Andy Panko

Managing Tax Loss (AND GAIN) Harvesting with Andy Panko

Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take.  Today, we're joined by Andy Panko for a deeper dive into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN...


Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take.  Today, we're joined by Andy Panko for a deeper dive into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting. 

Visit Andy's firm Tenon Financial at https://tenonfinancial.com/ 

Visit Andy's Facebook group Taxes In Retirement https://www.facebook.com/groups/495122561395942 

Listen to Andy's podcast Retirement Planning Education at https://podcasts.apple.com/us/podcast/retirement-planning-education-with-andy-panko/id1605251516 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/