The Retirement Solution

Understanding Tax Loss Harvesting & Capital Gains Harvesting


Listen Later

Jon discusses various tax strategies that can help individuals minimize their tax liabilities, particularly focusing on tax loss harvesting and capital gains harvesting.

He emphasizes the importance of year-round tax planning and provides actionable insights for listeners to consider as they approach year-end financial decisions. Hicks also highlights the potential benefits of utilizing 401k contributions and backdoor Roth options to optimize tax savings.

Visit RetirementSolutionRadio.com to start building your retirement plan today!

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Retirement SolutionBy Jon Hicks

  • 4.1
  • 4.1
  • 4.1
  • 4.1
  • 4.1

4.1

9 ratings


More shows like The Retirement Solution

View all
Timothy Keller Sermons Podcast by Gospel in Life by Tim Keller

Timothy Keller Sermons Podcast by Gospel in Life

16,003 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,945 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

20/20 by ABC News

20/20

11,867 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

531 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,470 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

Dateline NBC by NBC News

Dateline NBC

47,753 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

810 Listeners

Call Me Back - with Dan Senor by Ark Media, Ilan Benatar

Call Me Back - with Dan Senor

3,188 Listeners