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Podcast: Foster & Motley : A Podcast About Wealth & Life
Episode: A Conversation About Tax Planning in Down Markets with Joe Patterson, CFP®
Description: When the markets are down, there may still be opportunities.In this episode, Joe Patterson, CFP®, discusses a few ways that you can make the most of the current market environment. He touches on tax planning, distribution scheduling and more.  Joe also discusses:Opportunities for implementation of tax loss harvestingWhy this might be a good time to evaluate Roth conversionsMaximizing the value of your family giftingAnd moreConnect With Joe Patterson:[email protected] 513-561-6640Foster & MotleyJoe PattersonLinkedIn: Joe PattersonLinkedIn: Foster & Motley