When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

• Opportunities for implementation of tax loss harvesting
  
• Why this might be a good time to evaluate Roth conversions
  
• Maximizing the value of your family gifting
  
• And more
  

Connect With Joe Patterson:

• info@fosterandmotley.com 
  
• 513-561-6640
  
• Foster & Motley
  
• Joe Patterson
  
• LinkedIn: Joe Patterson
  
• LinkedIn: Foster & Motley