Are you maximizing the potential of capital gains and losses in your retirement planning?

This week, Josh Leonard and Pete Belcastro dive into the often-overlooked strategies of capital gain and loss harvesting. You’ll learn the essential differences between capital loss and capital gain harvesting, why timing and tax brackets play a crucial role in your financial planning, and how these strategies can help minimize your tax liability, particularly in retirement. 

Join us for an informative discussion that could significantly influence how you manage your investments for a more secure financial future.

Josh and Pete discuss: 

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• Exploring Capital Loss vs. Capital Gain Harvesting: Understanding the fundamental principles and their implications for your tax strategy
  
• Timing is Everything: Why the fourth quarter is critical for reviewing and adjusting your tax planning strategies
  
• Tax Brackets: How these affect your decision-making on selling assets and realizing gains or losses
  
• Retirement Focus: Tailoring these strategies to optimize tax savings and maintain financial health in your golden years
  
• And more!
  

Resources:

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• Schedule a meeting with the team
  

Connect with Josh Leonard: 

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• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group
  

Connect with Pete Belcastro: 

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• LinkedIn: Pete Belcastro, CFP®
  
• pete@leonardadvisorygroup.com