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Linda is retired and financially independent. Her advisor suggests she have a separately managed account, specifically for tax loss harvesting. Joe and Big Al spitball on how to save as much tax as possible on retirement withdrawals. Plus, Brian wants to know if it ever...
What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage...
