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

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

    FromStay Wealthy Retirement Podcast

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

    FromStay Wealthy Retirement Podcast

    ratings:
    Length:
    24 minutes
    Released:
    Aug 24, 2022
    Format:
    Podcast episode

    Description

    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. *** ? Subscribe to the Newsletter ? Get Your FREE Retirement & Tax Analysis ✏️ Grab the episode show notes
    Released:
    Aug 24, 2022
    Format:
    Podcast episode

    Titles in the series (100)

    Stay Wealthy is a Forbes Top 10 retirement podcast delivered to you...in plain English! Award-winning host, Taylor Schulte, CFP®, was named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week, he will teach you how to reduce your taxes, invest smarter, and make work optional in retirement. He covers topic such as: roth conversions, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, stocks and bonds, social security, and more. Every episode will give you the tools you need to preserve your hard-earned money and "stay wealthy" in retirement. Learn more and grab FREE retirement resources by going to https://www.youstaywealthy.com.