There are so many things that can be overlooked when someone takes a DIY approach to retirement planning. One of them is capital gains taxes. What are capital gains taxes and how do they work? We’re going to cover that and explain why it’s one of many reasons to work with a CFP® Professional that works alongside a CPA.
Retirement Plan Checklist: https://bit.ly/45xuYVX
Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/3LttELR
Tax-Efficient Investing with Stephen Tuckwood: https://youtu.be/APOYR-ocDRk?si=VTs_wpcF3TkOT59v
What Is Tax Planning?: https://youtu.be/vQ9yVdch9aw
Start Planning: https://bit.ly/3EmY5zi
Schedule with us: https://bit.ly/45NDRtW
Check out our other podcast!
The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow