A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®

When the markets are down, there may still be opportunities.

In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  

Joe also discusses:

• Opportunities for implementation of tax loss harvesting
• Why this might be a good time to evaluate Roth conversions
• Maximizing the value of your family gifting
• And more

Connect With Joe Patterson:

• info@fosterandmotley.com 
• 513-561-6640
• Foster & Motley
• Joe Patterson
• LinkedIn: Joe Patterson
• LinkedIn: Foster & Motley