Skip to main content

I'm a certified financial planner and tax reporter at CNBC. How I tackle my own retirement tax planning

As a tax reporter and certified financial planner at CNBC, I focus on tax strategy all year. Here's how I tackle tax planning in my portfolio.
Data & News supplied by
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.