Have you joined the Stay Wealthy newsletter?
No spam. No fluff.
Just one retirement/tax planning article each week…written by yours truly. 😊
Join thousands of other retirement savers and receive my weekly retirement email.
Tax-Loss Harvesting (Part 3): Answering Three Common Questions
In this episode of the Stay Wealthy podcast, I’m wrapping up our tax-loss harvesting series.
Specifically, I’m answering three (3) common questions:
Key Takeaways
- What if I don’t have any capital gains to offset? How to maximize the benefits of tax loss harvesting?Â
- How do I navigate multiple tax lots properly and 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 one of this series first.
How to Listen to Today’s Episode
🎤  Click to Listen via Your Favorite Podcast App
Episode Resources
- Subscribe to the Stay Wealthy Newsletter! 📬
- Tax-Loss Harvesting Series:
- ETF Examples:
- Capital Loss Carryforward [H&R Block]
- Why Tax-Loss Harvesting During Down Markets Isn’t Always A Good Idea [Ben Henry-Moreland]
- What is Tax Lot Accounting [Investopedia]
- Direct Indexing
- Drawbacks of Direct Indexing [ThinkAdvisor]
- The Mirage of Direct Indexing [CFA Institute]
