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12min chapter
BCB152: MORGEN ROCHARD — Planning For Generational Wealth
Blue Collar Bitcoin
Navigating Financial Planning and Tax Strategies with Bitcoin Investments
Exploring the 4% rule in retirement financial planning, asset allocation considerations, diversification with Bitcoin, and tax strategies involving Bitcoin investments. Discussing risk tolerance factors, the role of financial planners in managing transitions, common tax mistakes, and strategies like tax loss harvesting, capital gains tax optimization, and leveraging the 0% capital gains tax rate for lower income earners and retirees.
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