Important Mid-Year Financial Considerations

Scott Schuster, an expert in tax planning and investment strategies, breaks down essential mid-year financial assessments. He highlights upcoming tax changes and their impact on retirement planning, stressing the importance of strategic, tax-efficient withdrawals. Listeners learn effective tax loss harvesting techniques and the critical distinction between asset location and allocation. Additionally, Schuster shares insights on smart homebuying amidst fluctuating mortgage rates and how diversification can help navigate financial uncertainty.