Managing Tax Loss (AND GAIN) Harvesting with Andy Panko
Big Picture Retirement · 33 minutes ·

Managing Tax Loss (AND GAIN) Harvesting with Andy Panko

Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take.  Today, we're joined by Andy Panko for a deeper dive into tax loss harvesting, and one that doesn't get a lot of GAIN harvesting. 

Visit Andy's firm Tenon Financial at 

Visit Andy's Facebook group Taxes In Retirement 

Listen to Andy's podcast Retirement Planning Education at 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at 

Contact John’s team at 

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