23 min
Tax-Loss Harvesting (Part 3): Answering Three Important Questions Stay Wealthy Retirement Podcast
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- Investing
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***
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.
***
✏️ Grab the Episode Show Notes
📬 Subscribe to the Stay Wealthy Newsletter!
📊 Get Your FREE Retirement & Tax Analysis
Have you joined the Stay Wealthy newsletter?
No spam. No fluff.
Just one retirement/tax planning article each week...written by yours truly. 😊
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.
***
✏️ Grab the Episode Show Notes
📬 Subscribe to the Stay Wealthy Newsletter!
📊 Get Your FREE Retirement & Tax Analysis
23 min