Stay Wealthy Retirement Podcast

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


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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. 

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Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

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