Retirement Riches: Tax-Smart Strategies for a $6M Portfolio

Worried about a massive tax bill on your investments? This podcast episode dives into smart strategies for retirees with substantial stock portfolios, like a couple sitting on $6 million! Learn how to minimize capital gains taxes through tax-loss harvesting, charitable donations, strategic gifting, and even trusts. Discover how to leverage the step-up in basis and explore options like qualified opportunity zones and Roth conversions to protect your wealth and secure your family's future. Don't let taxes steal your retirement joy – tune in for expert tips!The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.