9 min listen
234: Tax-Loss Harvesting & Backdoor Roths with Hilary Hendershott
FromLove, your Money - Wealth, Money, and Financial Advisor for Women
234: Tax-Loss Harvesting & Backdoor Roths with Hilary Hendershott
FromLove, your Money - Wealth, Money, and Financial Advisor for Women
ratings:
Length:
16 minutes
Released:
Apr 30, 2024
Format:
Podcast episode
Description
Welcome to episode 234 of Love, your Money! In this episode, we’re simplifying a few important topics that can feel overly complex to many people — tax-loss harvesting and backdoor Roths. If you’ve heard about these strategies before, but aren’t sure exactly what they mean, today’s episode will tell you everything you need to know. If you’ve never heard of these strategies, no problem! You’ll learn a few strategies that can improve your financial situation today. Before you know it, you’ll be teaching your friends how they can improve their financial situation! Here’s what you’ll find out in this week’s episode of Love, your Money:How a backdoor Roth IRA worksWho is a backdoor Roth IRA for? Why to do a backdoor Roth conversionWhat is tax-loss harvesting? The step-by-step tax-loss harvesting process What to watch out for when tax-loss harvestingShow NotesTo get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/tax-loss-harvestingFollow Hilary on:TwitterLinkedInInstagramFacebookYouTubeSubscribe to Love, your MoneyApple PodcastsOvercastSpotifyGoogle PodcastsHendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.
Released:
Apr 30, 2024
Format:
Podcast episode
Titles in the series (100)
Welcome to Profit Boss® Radio: In this inaugural episode Profit Boss® Radio, I talk about why I created this show, share a bit about my background, and explain who this podcast is for and what you can expect each time you join me here. by Love, your Money - Wealth, Money, and Financial Advisor for Women