Episode 166
Tax-Loss Harvesting (Part 2): Who Benefits the Most?
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
August 30, 202216m 20s
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Show Notes
Today I'm continuing with our series on tax-loss harvesting.
Here in part 2, I'm sharing:
- Who should consider tax-loss harvesting
- Who should stay away from it
- The (top) 3 things that can boost your tax savings
I'm also presenting situations where tax loss harvesting can backfire, and do more harm than good. 😬
If you're a retirement saver ready to learn how this tax strategy can be maximized, you're going to love today's episode.
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