Jill on Money with Jill Schlesinger cover image

Jill on Money with Jill Schlesinger

Tax-Smart Investing

Jul 5, 2024
Explore tax-smart investing strategies like asset mix, tax loss harvesting, and Roth IRA withdrawals for a secure retirement. Engage with the podcast through their website, newsletter, and live broadcasts to enhance your financial knowledge.
20:56

Podcast summary created with Snipd AI

Quick takeaways

  • Focus on the right asset mix based on time horizon and risk tolerance for tax-smart investing.
  • Utilize tax-efficient strategies like managing capital gains rates and tax loss harvesting to optimize after-tax returns.

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