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

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

    FromStay Wealthy Retirement Podcast

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

    FromStay Wealthy Retirement Podcast

    ratings:
    Length:
    16 minutes
    Released:
    Aug 30, 2022
    Format:
    Podcast episode

    Description

    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.  *** ? Subscribe to the Stay Wealthy Newsletter! ? Get Your FREE Retirement & Tax Analysis
    Released:
    Aug 30, 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.