Stay Wealthy San Diego
Is Tax-Loss Harvesting Worth It?
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:19:06
- More information
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Synopsis
Year-end is a popular time for tax planning strategies. Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions. And, of course, the crowd favorite...good ol’ tax-loss harvesting! ‣ Who should consider tax-loss harvesting (and who should stay away from it)? ‣ How can you increase the benefit of tax-loss harvesting? ‣ When can harvesting losses backfire? If you're a retirement saver wanting to learn more about this popular tax strategy, you'll love today's episode. *** ✏️ Grab the Episode Show Notes