Financial Updates with Erin Kennedy & Peter Richon | 5 Year End

We are still firmly in Bear Market territory. #Stocks and #bonds are sharply negative. In fact, the market recently lost nearly one quarter of its value since the beginning of the year. But those negatives actually offer some unique opportunities according to Peter at RichonPlanning. He breaks down several strategies with Erin Kennedy,

including:

1. Tax Loss Harvesting

2. Rebalancing

3. Avoiding Phantom Income

4. Roth Conversions

5. RMDs

If you have any questions about how to employ some of these tax strategies, please reach out to Peter for a complimentary consultation by calling (919)300-5886 or by visiting www.RichonPlanning.com