Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits.
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Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
Preparing for Taxes
Tax-Loss Harvesting (Repost)
Increased Market Volatility in the Short-Term
Required Minimum Distribution (RMD) Strategies for 2020
The Coronavirus: Staying Healthy and Market Updates
The Coronavirus and the Market Correction
The SECURE Act and Your IRA
How to Rollover Your Retirement Accounts Into Your IRA
How to Rebalance Your Portfolio
How to Prepare for a Potential Recession
Why Work with a Financial Advisor?
How to Deal with Conflicting Market Sentiment
June 2019 - Market Update
Is My IRA Safe From Creditors?
Who Should I Designate as My IRA Beneficiary?
Social Security Episode 4: Spousal Benefits - What You Need To Know
Social Security Episode 3: Social Security Benefits Do - Over
Social Security Episode 2: Is My Social Security Income Taxable?
Social Security Episode 1: Working While Receiving Social Security Benefits
Protect Yourself from Fraud
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