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Tax-Loss Harvesting (Part 3): Answering Three Important Questions
Have you joined the Stay Wealthy newsletter?
No spam. No fluff.
Just one retirement/tax planning article each week...written by yours truly. š
Sign up for free here.Ā
***
In today's episode, Iām wrapping up our tax-loss harvesting series.
Specifically, I'm answering three BIG questions:
- What if I donāt have any capital gains to offset? How to maximize the benefits of tax loss harvesting?
- How do I navigate multiple tax lots properly + avoid making a costly mistake?
- What is direct indexing and why is tax-loss harvesting always advertised as a benefit?
If you're a new listener, hit the pause button on today's episode and go listen to part 1 of this series first.Ā
***
āļøĀ Grab the Episode Show Notes
š¬Ā Subscribe to the Stay Wealthy Newsletter!
šĀ Get Your FREE Retirement & Tax Analysis
View all episodes
By Taylor Schulte, CFPĀ®
4.7
516516 ratings
Have you joined the Stay Wealthy newsletter?
No spam. No fluff.
Just one retirement/tax planning article each week...written by yours truly. š
Sign up for free here.Ā
***
In today's episode, Iām wrapping up our tax-loss harvesting series.
Specifically, I'm answering three BIG questions:
- What if I donāt have any capital gains to offset? How to maximize the benefits of tax loss harvesting?
- How do I navigate multiple tax lots properly + avoid making a costly mistake?
- What is direct indexing and why is tax-loss harvesting always advertised as a benefit?
If you're a new listener, hit the pause button on today's episode and go listen to part 1 of this series first.Ā
***
āļøĀ Grab the Episode Show Notes
š¬Ā Subscribe to the Stay Wealthy Newsletter!
šĀ Get Your FREE Retirement & Tax Analysis
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