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.

Episode metadata supplied by the publisher feed · Published Jan 9, 2023

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The Retirement Clinic-12-17-22 – End-of-Year Tasks

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