In our annual Christmas episode, we go over all the great year-end ideas: gifting strategies, RMD’s, QCD’s, and…OMG…what is Tax Loss Harvesting and how do I get that done before the New Year!?
In our annual Christmas episode, we go over all the great year-end ideas: gifting strategies, RMD’s, QCD’s, and…OMG…what is Tax Loss Harvesting and how do I get that done before the New Year!?
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