Stay Wealthy Retirement Podcast

Is Tax-Loss Harvesting Worth It?


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Year-end is a popular time for tax planning strategies.

Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions.

And, of course, the crowd favorite...good ol' tax-loss harvesting!

‣ Who should consider tax-loss harvesting (and who should stay away from it)?

‣ How can you increase the benefit of tax-loss harvesting?

‣ When can harvesting losses backfire?

If you're a retirement saver wanting to learn more about this popular tax strategy, you'll love today's episode.

***

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Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

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