Episode 220
Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing
Money Tree Investing · Money Tree Investing Podcast
December 7, 201840m 33s
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Show Notes
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