EPISODE · Jan 9, 2023 · 43 MIN
The Retirement Clinic-12-17-22 – End-of-Year Tasks
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal discusses financial tasks to complete before the end of the year, explains how to engage in tax-loss harvesting, shares insight into RMD planning, and is joined by Aaron Spitzner to examine financial considerations for retirees going back to work part-time.
What this episode covers
Jeff Kowal discusses financial tasks to complete before the end of the year, explains how to engage in tax-loss harvesting, shares insight into RMD planning, and is joined by Aaron Spitzner to examine financial considerations for retirees going back to work part-time.
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The Retirement Clinic-12-17-22 – End-of-Year Tasks
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