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Create Up To $126k of TAX-FREE Income in 2025 Using Tax-Gain Harvesting
Wait... You're telling me I can sell $126k of gains in my brokerage account and pay no tax on those gains? Yes! (And the best part is... it's legal) Join me as I share how tax-gain harvesting works so you can learn how to implement this tax savings strategy yourself.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
âś… If you want the Important Numbers 2025 PDF, send me an email!
Email: [email protected]
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
View all episodes
By Jacob Duke, CFP®
4.9
9898 ratings
Wait... You're telling me I can sell $126k of gains in my brokerage account and pay no tax on those gains? Yes! (And the best part is... it's legal) Join me as I share how tax-gain harvesting works so you can learn how to implement this tax savings strategy yourself.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
âś… If you want the Important Numbers 2025 PDF, send me an email!
Email: [email protected]
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
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