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Tax Gain Harvesting: What is It and When to Use It
Episode 90

Tax Gain Harvesting: What is It and When to Use It

Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®

December 1, 202016m 9s

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Show Notes

Today I'm talking about tax gain harvesting.

While tax-loss harvesting typically gets all the attention, realizing gains and deliberately paying taxes now can oftentimes be more valuable.

And once again, this strategy is not just for the ultra-wealthy...

In fact, those in the highest tax brackets probably shouldn't pursue this tax planning opportunity.

So if you want to learn how to harvest gains and reduce your future tax bill in retirement, today's episode is for you.