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Is Tax-Loss Harvesting Worth It?

Is Tax-Loss Harvesting Worth It?

Year-end is a popular time for tax planning strategies.

Roth conversions. Charitable gifts. Squeezing in those final tax-deductible contributions.

And, of course, the crowd favorite…good ol’ tax-loss harvesting!

Get answers to these big questions in today’s episode:

Key Takeaways
  • Who should consider tax-loss harvesting (and who should stay away from it)?
  • How can you increase the benefit of tax-loss harvesting?
  • When can harvesting losses backfire?

If you’re a retirement saver wanting to learn more about this popular tax strategy, you’ll love today’s episode.

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Episode Transcript

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About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNER™ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.