When the markets are down, there may still be opportunities.
In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.
Joe also discusses:
- Opportunities for implementation of tax loss harvesting
- Why this might be a good time to evaluate Roth conversions
- Maximizing the value of your family gifting
- And more
Connect With Joe Patterson:
- Foster & Motley
- Joe Patterson
- LinkedIn: Joe Patterson
- LinkedIn: Foster & Motley
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