Sign up to save your podcasts
Or
Share Tax-Loss Harvesting (Part 3): Answering Three Important Questions
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
***
In today's episode, I'm wrapping up our tax-loss harvesting series.
Specifically, I'm answering three BIG questions:
- What if I don't 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.
***
āļø Grab the Episode Show Notes
š¬ Subscribe to the Stay Wealthy Newsletter!
š Get Your FREE Retirement & Tax Analysis
View all episodes
By Taylor Schulte, CFPĀ®
4.7
622622 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.
***
In today's episode, I'm wrapping up our tax-loss harvesting series.
Specifically, I'm answering three BIG questions:
- What if I don't 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.
***
āļø Grab the Episode Show Notes
š¬ Subscribe to the Stay Wealthy Newsletter!
š Get Your FREE Retirement & Tax Analysis
More shows like Stay Wealthy Retirement Podcast
View all
Jill on Money with Jill Schlesinger
1,946 Listeners
Sound Retirement Radio
455 Listeners
Your Money, Your Wealth
808 Listeners
Retirement Answer Man
1,315 Listeners
Retire Sooner with Wes Moss
452 Listeners
Retirement Starts Today
521 Listeners
The Retirement and IRA Show
754 Listeners
Big Picture RetirementĀ®
539 Listeners
The Boldin Your Money Podcast
199 Listeners
Ready For Retirement
810 Listeners
The Rob Berger Show
188 Listeners
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
39 Listeners
The Long Term Investor
150 Listeners
Retirement Planning Education, with Andy Panko
864 Listeners
Retirement Answers
102 Listeners