Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing

CFP Rick Rodgers described the three legs of a tax-efficient retirement strategy:

• Pre-tax
• After-tax
• Tax-free

Then the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market.

For more information, visit the show notes at http://moneytreepodcast.com/220