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Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know
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.
***
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📊 Get Your FREE Retirement & Tax Analysis
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By Taylor Schulte, CFP®
4.7
516516 ratings
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
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