15. Tax Planning for Investors in Their 40s and 50s
Many investors focus primarily on investment returns, but taxes can also play an important role in long-term financial planning.
In this episode, Anthony Stich speaks with Michael Mongin, CPWA® about planning considerations investors in their 40s and 50s may want to evaluate as they approach retirement. The discussion covers how earlier planning can help investors better understand potential tax implications before major financial decisions are made.
They explore topics such as tax-loss harvesting, asset location, Roth conversions, and required minimum distributions, along with the value of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.