Foster & Motley : A podcast about Wealth & Life
A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®
December 14, 2022
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:
Cincinnati, Ohio
The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize yo
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