Is Tax-Loss Harvesting Worth It?
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
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!
‣ 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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