What The Wealth Retirement Podcast

Ep #23: Tax Loss Harvesting Year End Planning


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Have you realized that there are less than 30 days left in 2020? If you’re like many of us who are wishing the end of the year would come sooner, you’re definitely not alone—but have you considered what you can do now to offset the taxes you will pay in 2021? In this quick episode, I’m sharing a few powerful and impactful planning tips to offset your tax liabilities for the coming year, including what tax loss harvesting is and what you should be doing with your taxable investment accounts. 

You can find show notes and more information by clicking here: https://bit.ly/3orUuFX

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners

If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan

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What The Wealth Retirement PodcastBy Jonathan Bednar II, CFP

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