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Retire With Confidence
Josh Duncan, CFP®
11 episodes
2 days ago
Retire With Confidence is the podcast designed to help you move beyond the fear of the complexity of finances so you can be financially free to achieve personal significance. Tune in with Josh Duncan each week to turn fear into fuel that drives you into Freedom & Significance.
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Investing
Business
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All content for Retire With Confidence is the property of Josh Duncan, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Retire With Confidence is the podcast designed to help you move beyond the fear of the complexity of finances so you can be financially free to achieve personal significance. Tune in with Josh Duncan each week to turn fear into fuel that drives you into Freedom & Significance.
Show more...
Investing
Business
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Outsmart the IRS: Zero Capital Gains Strategy for Retirees
Retire With Confidence
9 minutes
1 month ago
Outsmart the IRS: Zero Capital Gains Strategy for Retirees

What if you could sell investments in retirement and pay zero capital gains taxes? In this video, we’ll show you how retirees can take advantage of unique tax rules to legally outsmart the IRS. From understanding income thresholds to tax-efficient withdrawals and smart portfolio planning, you’ll discover strategies that can keep more money in your pocket.

If you’re planning for retirement, minimizing taxes is just as important as growing your investments. Watch until the end to learn how to use the Zero Capital Gains Strategy to protect your wealth and enjoy more freedom in retirement.

Work with us → https://www.f5fp.com/

Retire With Confidence
Retire With Confidence is the podcast designed to help you move beyond the fear of the complexity of finances so you can be financially free to achieve personal significance. Tune in with Josh Duncan each week to turn fear into fuel that drives you into Freedom & Significance.