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Ask a YFP CFP® #35: What is the best way to redistribute my stock portfolio to minimize tax implications?
Manage episode 272002749 series 1474130
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Anthony in Houston, Texas: What is the best way to redistribute my stock portfolio to minimize tax implications?
Mentioned on the Show:
- YFP Planning
- YFP 072: Investing Mind Tricks: How Behavioral Bias Affects our Decisions
- YFP 073: How to Determine the Priority of Investing
- YFP 074: Evaluating Your 401k Plan
- YFP 075: DIY, Robo or Hire a Planner?
- YFP 076: Investing Rapid Fire Q&A
- Send in your questions here or to info@yourfinancialpharmacist.com
Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.
631 つのエピソード
Manage episode 272002749 series 1474130
Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Anthony in Houston, Texas: What is the best way to redistribute my stock portfolio to minimize tax implications?
Mentioned on the Show:
- YFP Planning
- YFP 072: Investing Mind Tricks: How Behavioral Bias Affects our Decisions
- YFP 073: How to Determine the Priority of Investing
- YFP 074: Evaluating Your 401k Plan
- YFP 075: DIY, Robo or Hire a Planner?
- YFP 076: Investing Rapid Fire Q&A
- Send in your questions here or to info@yourfinancialpharmacist.com
Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.
631 つのエピソード
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