34 min listen
Is Tax-Loss Harvesting Worth It?
ratings:
Length:
19 minutes
Released:
Dec 14, 2023
Format:
Podcast episode
Description
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. *** ✏️ Grab the Episode Show Notes ? Subscribe to the Stay Wealthy Newsletter! ? Get Your FREE Retirement & Tax Analysis
Released:
Dec 14, 2023
Format:
Podcast episode
Titles in the series (100)
Your Questions Answered...Live!: Answering questions submitted by you, the listeners of the show. by Stay Wealthy Retirement Podcast