cover of episode Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know

Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know

2022/8/24
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

Chapters

This chapter introduces tax-loss harvesting, explaining its three-step process and how it can be used to offset taxes on profitable investments.

Shownotes Transcript

Today I'm kicking off a multi-part series on tax-loss harvesting. 

In part one, I'm breaking down:

  • What tax-loss harvesting is (and how it works)
  • Why it has become a popular tax strategy
  • 5 little-known things about the wash sale rule

If you’re a retirement saver ready to learn all about tax-loss harvesting, you’re going to love this episode...and this series.


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