Ready For Retirement

How to Use Individual Stocks for Better Tax-Planning

July 19, 2022 James Conole, CFP® Episode 120
Ready For Retirement
How to Use Individual Stocks for Better Tax-Planning
Show Notes

In this episode of Ready for Retirement, James discusses how to use individual stocks for better tax-planning.

Questions Answered: 

  • How can you use individual stocks for strategic tax planning?
  • What's the best strategy to utilize with individual stocks?
  • How does this impact your retirement strategy?

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