A Strategy to Potentially Pay Less Tax or ZERO Tax in Retirement

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Are you looking to maximize your investment returns while minimizing your tax burden? In this video, we dive deep into the strategy of tax loss harvesting specifically for mutual funds. Learn how to identify opportunities to offset capital gains, the best practices for executing this strategy, and the potential pitfalls to avoid.
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DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: wasmithfinanci...

[@davidfolts5893]

Thank you for your excellent content!

[@wasmithfingroup]

Thanks for watching!