cover of episode Is Tax-Loss Harvesting Worth It?

Is Tax-Loss Harvesting Worth It?

2023/12/14
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Chapters

Introduction to tax-loss harvesting, its potential benefits, and the importance of considering long-term impacts over short-term gains.

Shownotes Transcript

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. 


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