The Modern Stock & Options Trading Show

Episode #72 – Tax Loss Harvesting & Positioning for 2023


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In this episode of the Modern Stock & Option Trading Show, Russ covers how to put a bear marker year (like 2022) into context and offset taxes through a concept called Tax Loss Harvesting. The Wash Sale rule is also covered. In addition, Russ lays out the consensus view for 2023 and covers timing strategies for how to position your portfolio if you are Conservative, Moderate growth or Aggressive.

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The Modern Stock & Options Trading ShowBy Russ Mathews

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