3 Year End Tax Strategies

We are still firmly in Bear Market territory.  Stocks and bonds are sharply negative.  In fact, the market has lost nearly one quarter of its value since the beginning of the year.  But Dustin Mundorf believes those negatives actually offer some unique opportunities.  Here he breaks down several strategies with Erin Kennedy, including:

1. Tax Loss Harvesting
2. Avoiding Phantom Income
3. Roth Conversions

If you have any questions about how to employ some of these tax strategies, call Dustin at 830-476-2505 or book a chat HERE.