
Sign up to save your podcasts
Or


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.
***
✏️ Grab the Episode Show Notes
📬 Subscribe to the Stay Wealthy Newsletter!
📊 Get Your FREE Retirement & Tax Analysis
By Taylor Schulte, CFP®4.7
622622 ratings
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.
***
✏️ Grab the Episode Show Notes
📬 Subscribe to the Stay Wealthy Newsletter!
📊 Get Your FREE Retirement & Tax Analysis

1,941 Listeners

451 Listeners

809 Listeners

1,317 Listeners

453 Listeners

524 Listeners

750 Listeners

542 Listeners

199 Listeners

813 Listeners

191 Listeners

38 Listeners

149 Listeners

892 Listeners

102 Listeners