Episode 167
Tax-Loss Harvesting (Part 3): Answering Three Important Questions
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
September 13, 202223m 26s
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Show Notes
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In today's episode, I'm wrapping up our tax-loss harvesting series.
Specifically, I'm answering three BIG questions:
- What if I don't have any capital gains to offset? How to maximize the benefits of tax loss harvesting?
- How do I navigate multiple tax lots properly + 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 1 of this series first.
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