5 Savvy Year-End Tax StrategiesUntitled

RL040 - Retirement Lifestyle: 5 Savvy Year-End Tax Strategies

Gearing up for the end of 2020 we discuss year-end tax strategies. Managing the tax side of your financial life can help you save additional funds for retirement. Tax-loss harvesting, Roth conversion, and charitable giving are tax strategies we analyze in this episode of the Retirement Lifestyle Show!

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.

Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast

OR for links to your favorite platform like Spotify, iTunes and so on go here:

https://anchor.fm/roshan-a-loungani/episodes/RL040---Retirement-Lifestyle-5-Savvy-Year-End-Tax-Strategies-emtbpm

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional. Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.