Have a $500,000 + portfolio? In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss!
#portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk
Feat Mary Sterk & Kelsey Bankey
Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: tinyurl.com/3x65ejdm
Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact