<ol> <li>Set a capital gains tax budget</li> <li>Work with someone that will tax loss harvest</li> <li>Don't be afraid to sell the losers</li> <li>If you have cash on the sideline waiting for rates to go up, we have other options for you!</li> </ol>

Set a capital gains tax budget Work with someone that will tax loss harvest Don't be afraid to sell the losers If you have cash on the sideline waiting for rates to go up, we have other options for you!

Episode 29: Diversify Tax Efficiently and Cash Alternatives

Duane and Aaron Johnson are co-founders of Bridger Financial Services.

Share Episode 29: Diversify Tax Efficiently and Cash Alternatives

Sign up to save your podcasts

Episode 29: Diversify Tax Efficiently and Cash Alternatives

Episode 29: Diversify Tax Efficiently and Cash Alternatives