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How to Use Individual Stocks for Better Tax-Planning

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Manage episode 334797461 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!

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Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

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212 episodes

Artwork
iconShare
 
Manage episode 334797461 series 3307298
Content provided by James Conole, CFP® and James Conole. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Conole, CFP® and James Conole or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

Check out the podcast on YouTube here!
Check out our main channel on YouTube here!
LET'S CONNECT!

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.

  continue reading

212 episodes

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