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Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know

Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know

Today I’m kicking off a multi-part series on tax-loss harvesting.

Here in part one, I’m covering the following:

Key Takeaways
  • What tax-loss harvesting is (and how it works)
  • Why it has become a popular tax strategy
  • 5 little-known things about the wash sale rule

If you’re a retirement saver ready to learn everything you need to know about tax loss harvesting, you’re going to love this episode … and this series!

An offer to receive a free retirement assessment.

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Episode Resources:

[fusebox_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.