Have you ever tried tax loss harvesting? With the markets down across the board, now is a good time to learn to utilize this tax-saving tool. I found a great article about this from Barrons.com that I share in the retirement headline segment. The article explores the traps that can befall someone trying to use this strategy.

Afterward, in the listener questions segment, we'll dive into the question: do I need life insurance in retirement? You may be surprised to learn that there is no one size fits all answer to this question.

If you have been a long-time listener of Retirement Starts Today, you may remember that I use our annual listener survey to improve the show each year. Now is the time to make your voice heard. Please take a few minutes to fill out this mostly multiple-choice survey so that we can ensure that we are bringing you the most relevant content to help guide you on your retirement journey.

Outline of This Episode

• [2:17] Tax loss harvesting can be more sizzle than steak
• [3:44] 7 Tips for tax loss harvesting
• [15:29] How much life insurance does Jim need in retirement?

Resources & People Mentioned

• Now's a Good Time to Focus on Tax-Loss Harvesting. Here Are 7 Tips
• Dave Ramsey
• Our annual listener survey

Connect with Benjamin Brandt

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