Podknife - Tax-Loss Harvesting (Part 3): Answering Three Important Questions by Stay Wealthy Retirement Show

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Tax-Loss Harvesting (Part 3): Answering Three Important Questions

Podcast |: Stay Wealthy Retirement Show
Publisher |: Taylor Schulte, CFP®
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Business,; Investing
Publication Date |: Sep 13, 2022
Episode Duration |: 00:23:26

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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.

***

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