Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax return Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group...
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Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax return Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group...
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings
Retirement Planning Education, with Andy Panko
46 minutes
3 months ago
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings
In this special guest host episode, Larry Pershing from Optimum Retirement Planning talks about how to reduce and manage concentrated holdings in your investment portfolio. Particular emphasis is given to the tax implications and tax management of trying to reduce highly appreciated positions in normal brokerage accounts Links in this episode: Optimum Retirement Planning's website - https://www.optimumretirementplanning.com/ Tenon Financial monthly e-newsletter - Retirement Planning Insi...
Retirement Planning Education, with Andy Panko
Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accountsRoth conversionsdistributions from qualified accountsRequired Minimum Distributions ("RMDs")charitable donationsQualified Charitable Distributions ("QCDs") from IRAsgiftingtax loss and tax gain harvestingdoing a projected/pro forma 2025 tax return Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group...
