Episode 16: What to Do in a Down Market: Tax Moves That Work in Bear Years
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Episode 16: What to Do in a Down Market: Tax Moves That Work in Bear Years
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About this listen
In this episode of the Retire Stronger podcast, hosts John Foard and Bill Kearney discuss how to navigate bear markets with strategic tax planning. They explore the opportunities that arise during market downturns, including tax loss harvesting, Roth conversions, rebalancing portfolios, and smart gifting strategies. The conversation emphasizes the importance of proactive planning and making informed decisions to optimize financial outcomes during challenging market conditions.
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