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Stay Wealthy Retirement Show

Dec 15, 2020

Today I’m sharing 3 simple tax planning strategies to consider before year-end.

We have two weeks left in 2020 and my goal is to help you take action before it’s too late.

So if you want to lower your tax bill today and reduce your future taxes in retirement, today’s episode is for you.  

Dec 1, 2020

Today I’m talking about tax gain harvesting.

While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable.

And once again, this strategy is not just for the ultra-wealthy...

In fact, those in the highest tax brackets probably...