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Weekly Webinar: Tax-Loss Harvesting
This week I discuss Tax-Loss Harvesting one of the critical items that you should be reviewing and potentially acting on as we approach the end of the year.
Each Tuesday at 10:00 a.m., I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates, and analyst reports, and a timely Financial Planning strategy or technique. Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us.