cover of episode Tax-Loss Harvesting (Part 2):  Who Benefits the Most?

Tax-Loss Harvesting (Part 2): Who Benefits the Most?

2022/8/30
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Stay Wealthy Retirement Podcast

Chapters

Discusses the potential benefits and limitations of tax-loss harvesting, including the impact of trading fees, tax rates, and market performance on its effectiveness.

Shownotes Transcript

Today I’m continuing with our series on tax-loss harvesting.

Here in part 2, I’m sharing:

  • Who should consider tax-loss harvesting
  • Who should stay away from it
  • The (top) 3 things that can boost your tax savings

I’m also presenting situations where tax loss harvesting can backfire, and do more harm than good. 😬

If you're a retirement saver ready to learn how this tax strategy can be maximized, you're going to love today's episode. 


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