Dec 7, 2018
CFP Rick Rodgers described the three legs of a tax-efficient retirement strategy:
- Pre-tax
- After-tax
- Tax-free
Then the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market.
For more information, visit the show notes at http://moneytreepodcast.com/220