Should You Tax-Loss Harvest? These Are The People It Makes Most Sense For...
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Tax-loss harvesting is a simple investment strategy that can help you save money and offset costs over time. In this episode of Joe Knows Retirement, Joe explains what tax-loss harvesting is, shares why it can be useful, and lists the types of retirees it might make most sense for, like those with a lot in non-retirement accounts and those with a pension and $1 million or more saved.
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